• Engagements
  • Automatic documents
  • 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
  • Print and save
  • Create files
  • Imports
  • XBRL
  • Annotation
  • Issues
  • Roles
  • Accounts and balances
  • Journal entries
  • Mapping and grouping

Document Manager

Organize the dynamic list of documents that make up a Working Papers file.

Overview

• Document Manager columns
• Filters
• Automatic document properties
• CaseView properties
• Folder properties
• Manual, link, placeholder, Word and Excel properties

Get started

• 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