• About document management
• To create a new CaseView document
• To create a CaseView document from within CaseView
• To open an existing CaseView document from the Document Manager
• To access CaseView documents in a Lock Down client file
• To use a template
• To retrieve a backup copy of the document
• To open an existing CaseView document from within CaseView
• To save a CaseView document
• To save a new document
• To set documents to save automatically
• To specify document version information
• To build dynamic documents
• The CaseView Repository
• Selecting a Repository
• Add Repository Dialog
• Copy Repository Dialog
• Manage Repository Dialog
• Modify Repository Dialog
• Refresh Repository Cache Command

Manage Repository Dialog

The Manage Repository dialog lists all of the repositories available. From this dialog you can add, copy, edit, modify and perform other actions on repositories. Note that all changes made in this dialog are permanent.

Add

The Add button is used to add new CaseView documents to the repository. When you click the Add button, the Add Repository dialog opens.

Copy

Click this button to copy folder(s), document(s), or a repository. You will need to provide new values for the copy in the Name, Description, and Version fields.

Modify

The modify button on this interface is used to change the meta data for repository documents including the Name, Description, and Version. Repositories cannot be modified if the repository file is open and being edited in CaseView.

Note that in sync children copies, modifying the repository identifier will create separate repository entries.

Delete

Click the Delete button to delete the highlighted document from the repository and then click Yes to confirm the deletion.

Note that if you delete a repository file, CaseView will automatically create a backup of the repository file with the .repbak file extension.

Edit

The edit button opens a repository document for editing in CaseView.

Close

Click Close to close the Manage Repository interface.

Note: Repository backup files (.BAK) will only be created if the Always create backup copy (.BAK) option is checked in the Document | Settings | File tab.