Add a reference
You can add a Reference annotation to link to documents, a hyperlink, or a manually defined dialog for quick access.
To add document references:
- Open the account, document, image, or PDF where you want to add a reference.
- On the ribbon, click Home | New Reference. The Select Reference Documents dialog displays.
- From the list, select the document(s) that you want to reference. If required, you can use the Document Filter drop-down menu to filter the list by a specified critera. Click OK.
The reference is added to the Annotations column of the account / document, or on the image / PDF. Click the reference to open the linked document. Double-click the reference to modify the link.
To add a hyperlink reference:
- Open the account, document, image, or PDF where you want to add a reference.
- On the ribbon, click Home | New Hyperlink Reference. The Hyperlink Reference dialog displays.
- Enter a label for the reference link.
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Select a link type.
Option Description Hyperlink - Hyperlink: Enter the URL of the webpage.
- Launch with external browser: When clicking the reference link, launch the webpage in your workstation's default browser, rather than the Working Papers browser.
CaseView Document - Document: Select the CaseView document to reference.
- Jump to: Select a section, paragraph, or cell to jump to in the document.
Word Document - Document: Select the Word document to reference.
- Bookmark: Select a bookmark to jump to in the document.
Excel Workbook - Document: Select the Excel document to reference.
- Location: Select a sheet, named cell, or cell range to jump to in the document.
PDF/Image document - Document: Select the PDF or image to reference.
- Page: Select a page to jump to in the PDF.
Click OK.
The reference is added to the Annotations column of the account / document, or on the image / PDF. Click the reference to open the link, document, or image. Double-click the reference to modify the link.
To add a manual reference:
- Open the account, document, image, or PDF where you want to add a reference.
- On the ribbon, click Home | New Manual Reference. The New Manual Reference dialog displays.
- In the field next to the drop-down menu, enter the jump code of the dialog you want to reference. Click OK.
The reference is added to the Annotations column of the account / document, or on the image / PDF. Click the reference to jump to the linked dialog. Double-click the reference to modify the link.