• Explore
    • What's New - Working Papers
    • What's New - Connector
    • What's New - Update 1
    • What's New - Update 2
    • Known Issues
    • The Interface
    • End User License Agreement
    • Guides
    • Technical Support
    • Videos
  • Help Topics
    • Setup
      • Installation
      • Licenses and Registration
      • CaseWare Cloud
      • CaseWare SmartSync
      • CaseWare SmartSync Server
      • Citrix and Terminal Servers
      • Data Store Administration Tool
      • Protection
    • Engagements
      • Automatic Documents
      • Document Manager
      • Print and Save
      • Create Files
      • Imports
      • XBRL
      • Annotations
      • Issues
      • Roles
      • Accounts and Balances
      • Journal Entries
      • Mapping and Grouping
    • Practice
      • CaseWare Connector
      • Functions and Codes
      • Backup and Repair
      • CaseWare Tracker
      • Check In / Out
      • Consolidation
      • History and Milestones
      • Lock Down
      • Sign In / Out
      • Year End Close
      • Tax - Canada
      • Tax - USA
      • Tax Codes and Exports
      • Templates
  • Related Help
    • CaseView
    • Financials
    • Audit
    • Cloud
  • Language
    • English
    • French
    • Spanish
    • Chinese
    • Dutch
    • Russian
    • Ukrainian
  • All Files
  • Engagements
    • Automatic Documents
    • Document Manager
      • Document Manager Columns
      • Automatic Document Properties
      • CaseView Properties
      • Folder Properties
      • Manual, Link, Word and Excel Properties
      • Add Documents
      • Add Images and PDFs
      • Add PPC Content
      • Create a Document Library
      • Tag Documents
      • Use the Internal Image Viewer
    • Print and Save
    • Create Files
    • Imports
    • XBRL
    • Annotations
    • Issues
    • Roles
    • Accounts and Balances
    • Journal Entries
    • Mapping and Grouping
You are here: Help Topics > Engagements > Document Manager

Document Manager

Organize the dynamic list of documents that make up a Working Papers file.

Overview

  • Document Manager Columns
  • Automatic Document Properties
  • CaseView Properties
  • Folder Properties
  • Manual, Link, Word and Excel Properties

Getting Started

  • Add Documents
  • Add Images and PDFs
  • Add PPC Content
  • Create a Document Library
  • Tag Documents
  • Use the Internal Image Viewer

Visit us: www.caseware.com | Follow us: LinkedIn Facebook Twitter YouTube

© 2019 CaseWare International Inc. | Privacy | Terms of Use | Trademarks

Cookie Notice

Our sites use cookies to improve your online experience. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region. You can change your cookie preferences at any time from your browser settings. For information on our privacy practices, see our Privacy Policy.

I understand