Issues Menu
New Issue
Add a new issue to the selected document. The New Issue dialog opens and enables you to create a new issue, assign it to another user, fill in details, set a reminder and due date for the issue.
Edit Issue
Launch the Edit Issue dialog to configure an existing issue.
Delete Issue
Delete the selected issue. Issues can be deleted only by the person who created them.
Note: An issue can also be deleted in the Issue Pane by clicking in the issue and pressing Ctrl+D.
Drill Down
Navigate by drilling down to the document or area of the program associated with the issue.
Send As Email
Send the summary details of the issue to an email recipient. A text-only version of the issue appears in the body of an email using the Windows mapi function. The message includes the client file name, the file's year-end date, and the unique identifiers for both the client file and the document to which the issue is attached.
Complete
Mark the Issue as completed.
Clear
Mark the Issue as cleared.
Undo
Undo the last performed action.
Cut
Copy the currently selected content to the clipboard and remove it from the CaseView document.
Copy
Copy the currently selected content to the clipboard and also retain it within the document.
Paste
Paste the contents of the clipboard to the CaseView document at the cursor's current location.
Delete
Delete the currently selected content (typically text).
Settings
Customize Views
Launch the Issue Views dialog to create, configure, or remove Issue Views.
Customize Types
Launch the Issue Types dialog to create, configure, or remove Issue Types.
Show Columns
Select the columns to display. Columns currently showing are indicated by a checkmark next to their names.
Set Filter
Open the View Filter dialog to limit the contents of the Issue view based on set criteria.
Set Grouping
Configure the View groupings using the View Grouping dialog.
Set Sort
Open the View Sort dialog to set the sorting order for the view.
Set Columns
Open the View Columns dialog to pick which columns appear in the view and to sort the columns that display.
Set Alternate Color
Change the alternative color for the Issues Pane. A color selection dialog allows you to pick the color or create a custom color.
Find
Configure a Find session within the Issues list.
Refresh
Reload the screen, updating it for any changes.
Export to Excel
Save the contents of the current Issues view to an Excel spreadsheet (.XLS or .XLSX).