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Page and note number references

You can add page and note numbers references from a sub-document of a CaseView document to Word or Excel. To index content from the CaseView document, you must first save it as a PDF. In the Document Manager, right-click the file and click Save as PDF. The resulting PDF can be removed after completion.

To add a page number reference:

  1. Click on the cell (Excel) or position (Word) where you want to add the reference.
  2. On the Add-ins tab, click Tools | Reference | CaseView Page Number Reference. Specify a client file if necessary.
  3. In the dialog, select the CaseView document to reference.
  4. If required, select Insert with a hyperlink to include a link to the referenced document. Click OK.

The page number reference displays in the selected cell (Excel) or position (Word).

To add a note number reference:

  1. Click on the cell (Excel) or position (Word) where you want to add the reference.
  2. On the Add-ins tab, click Tools | Reference | CaseView Note Number Reference. Specify a client file if necessary.
  3. In the dialog, select the CaseView document to reference.
  4. If required, select Fully expressed reference to include parent-level numbering in the note number reference.
  5. If required, select Insert with a hyperlink to include a link to the referenced document. Click OK.

The note number reference displays in the selected cell (Excel) or position (Word).

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