• Document Manager
  • Document Manager columns
  • Filters
  • Automatic document properties
  • CaseView properties
  • Folder properties
  • Manual, link, placeholder, Word and Excel properties
  • Add documents
  • Add images and PDFs
  • Add PPC content
  • Create a Document Library
  • Renumber documents
  • Scan documents as images or PDFs
  • Tag documents
  • Use the internal image viewer

Add PPC content

To add PPC content to the Document Manager, you must first link the directory for the PPC E-Practice Aids add-ins to Working Papers.

Note: CaseWare Connector is required to add PPC content.

To link the PPC add-ins directory to Working Papers:

1. In Working Papers, open the file where you want to add PPC content.
2. On the ribbon, click Home | PPC. The Add PPC Content dialog displays.
3. Click Setup.
4. Next to the PPC Addins Directory field, click .... Navigate to the location of the PPC add-ins directory and click Select Folder. If you cannot find the directory, try a Windows search for Addins.

5. If applicable, click Convert PPC links using UDFs instead of DDE. For information on the difference between UDF and DDE links, see Select a linkage protocol. Click OK.

The PPC add-ins directory is linked to Working Papers. You can now add PPC content to the file by selecting it in the dialog and clicking Add.