Add Documents
You can add a variety of different document types to the Document Manager. Supported documents include:
- Automatic documents
- CaseView documents
- Manual documents
- Document links
- Microsoft Word documents
- Microsoft Excel workbooks
- PPC Content files
To add a document to the Document Manager:
- On the ribbon, click Home. In the Insert group, click the document type that you want to add. You can also add documents from Document | New.
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In the New Document dialog, complete the properties as required.
Click OK.
The document is added to the Document Manager. If you need to further modify the document's properties, right-click the document and click Properties.
Note: If you are adding a PPC Content file, you must have both PPC's E-Practice Aids and CaseWare Connector installed.
Add document placeholders
You can add placeholders for documents that you intend to add to the Document Manager at a later time. Document placeholders help you create a Document Manager structure before adding the actual documents.
To add a document placeholder:
- On the ribbon, click Home | Link, or Document | New | Link. The New Document Link dialog displays.
- Next to the Type field, select Placeholder.
- Complete the remaining properties as required. Click OK.
The document placeholder is added to the Document Manager. When you are ready to replace the placeholder with a real document, simply drag the document onto the placeholder.
Add folders
You can create new folders in the Document Manager to help organize your documents.
To add a folder:
- On the ribbon, click Home | Folder, or Document | New | Folder. The New Folder dialog displays.
- Complete the Folder Properties as required. Click OK.
The folder is added to the Document Manager.