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Open documents

You can open existing CaseView documents that you want to view or modify from either Working Papers or CaseView.

To open a document from Working Papers:

  1. In Working Papers, open the file containing the applicable document.
  2. On the Document Manager, locate the CaseView document.
  3. Double-click the document.

The document opens in CaseView.

To open a document from CaseView:

  1. On the CaseView ribbon, click File | Open.
  2. In the Open Client Document dialog, select the applicable document and click OK.

The document opens in CaseView.

Notes:

  • If you want to open multiple documents in separate instances of CaseView, click Tools | Options | Interface and select Enable Multiple Document Windows.
  • If you attempt to open a document from CaseView without opening a Working Papers file first, you must browse for the file and then the document. Note that this method can only open documents from uncompressed files.
  • If you attempt to open a document from a locked down Working Papers file, you can only view and print the document. Modifications to the document will be restricted.

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