• 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

Selecting a Repository

1. To specify a repository to be used in the document, click Repository Tab in Document Settings.
2. Select a repository from the list of available repository files that can be added using the Add Repository Dialog and click OK.
3. You cannot define repository files here. To define a repository file, use the Manage Repository Dialog found under Tools | Manage Repository.

Tip: You can double-click a document to add it to your repository.