Document settings
Access and customize global document settings. Note that some options may not be available in all modes.
- General
- File
- Client Options
- Freeze
- Mode Customization
- Features
- Document Security
- Security Configuration
- System Databases
- Version Information
- Compatibility
- Note Annotation Layout
- Custom Properties
- Repository
General
View file information and statistics about the document.
Option | Description |
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Filename |
Displays the name of the document file. |
Location |
Displays the file path of the document file. |
Size |
Displays the size of the document file. |
Client Path |
Displays the file path of the client file. |
Client File Name |
Displays the client file name. |
Schedule |
Displays the document number. |
Attributes |
Displays the attributes of the document. Note that you cannot modify the attributes from this dialog. |
Statistics |
Lists the statistics of certain objects within the file, including paragraphs and cells. |
Integrity Check... |
Select to perform an integrity check on the document. The integrity check reports on common errors in the document. Note that you cannot perform an integrity check on documents where Design Mode is locked. |
File
Access options related to document maintenance and backup.
Option | Description |
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Backup |
Select the default backup setting when saving the document.
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Save |
Select the default save setting when closing the document.
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Attach to Open Client File | Select to require an open client file before populating the document. If the document belongs to a Knowledge Library, this option automatically populates the Knowledge Library with data from the open client file. |
Never Autosave |
Select to prevent the document from automatically saving using the autosave function. You can only save the document using the standard saving methods. |
File can be opened by multiple users | Select to allow multiple users to open the document as a read-only copy. The first user in the document will still have write access. |
Changes due to Recalculation do not mark the document modified |
Select to make recalculations of the document not mark it as modified. All dates related to modification will remain unchanged and no prompt will display asking to save the document when closing it. Note that this option may have adverse effects on values linked through the XWKS function. |
Always create backup copy (.BAK) | Select to create a backup copy of the document every time you save it. This option affects the client file and not just the document. |
Enable Watermark button in Page Setup dialog | Select to display the Watermark button in the Page Setup dialog and enable the watermark function. |
Display warning deleting last paragraph of permission section | Select to display a warning message whenever a user attempts to delete the last paragraph of any section with permissions. Deleting the last paragraph in a section deletes the entire section. |
Document Specific Zoom | Select to enable different zoom settings for each document. If you do not select this option, the zoom setting is shared across all open documents. |
Display Document Map at startup | Select to automatically display the Document Map when you open CaseView. |
Use improved document mode locking | Select to enable additional security when locking Form and Design Modes. |
Hyphenate |
Select the hyphenation setting to use in the document.
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Client Options
Configure linkage properties between CaseView and Working Papers.
Option | Description |
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Ignore Sign Field in Linkage |
Select to disregard the contents of any sign field in the linked Working Papers database. |
Use Map/Group Sign Field in Linkage |
Select to use the Map/Group sign field in the linked Working Papers database. |
Use working trial balance report tab properties for Cash Flow account |
Select to use the Cash Flow account properties in the Report worksheet of the trial balance. |
Document owns CaseView database records |
Select to enable any records written to the CaseView database to generate a unique ownership code linking back to the document. When a cell uses a CVDATA function to locate information in the database, it will attempt to use the ownership code first. If no information matching the ownership/group/form/ID is found, it will then search for any independent group/form/ID as it normally would, or any values owned by other documents. An External Data Access cell, however, will only search for a matching document owned group/form/ID to retrieve the data. If no document owned value is located, the cell will return a NULL value. This option enables document authors to create SmartSync compatible documents. By tracking changes based on document ownership, Working Papers can resolve a conflict by not only restoring a previous version of a CaseView document, but the associated database records as well. Inconsistencies would appear if the document were restored from a conflict and simply retrieve the most recent database records. Notes:
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CaseView database records saved when document saved |
Select to hold any values that are going to be written to the CaseView database in a cache until the document is saved, rather than writing the values to the database in real time. This option is automatically enabled when Document owns CaseView database records is selected, as that function already writes its information to the cache instead of directly to the database. |
Include adjustments when calculating Net Income balances |
Select to update adjustments to Net Income account balances automatically.
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Lock SmartSync documents for exclusive use |
Select to lock the CaseView document for exclusive use after the first user accesses the document. If anyone attempts to modify the same document while in an online child copy, they will receive a message that the document is in use. Subsequent users can still open the document in a read-only state. |
Enable JsRT client option |
Select to enable JsRT (JavaScript Runtime) in the current file. CaseView JavaScripts will execute using JsRT (Internet Explorer 11 and later, Microsoft Edge) rather than ActiveScript (Internet Explorer 9 and earlier). |
Ignore Sign Field in Linkage |
Select how the document will manage sign fields.
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Use Map/Group Sign Field in Linkage |
Select how the document will manage Map/Group sign fields.
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Use working trial balance report tab properties for Cash Flow account |
Select how the document will manage Cash Flow account properties.
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Document owns CaseView database records |
Select how the document will manage the entry of database information.
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CaseView database records saved when document saved |
Select how the document will manage information that is going to be written to the CaseView database.
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Include adjustments when calculating Net Income balances |
Select how the document will manage adjustments to Net Income balances.
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Lock SmartSync documents for exclusive use |
Select if the document will display as read-only to subsequent users who open it.
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Define the default printing options for all CaseView documents.
Option | Description |
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Changed cell value mark |
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Diagnostics |
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Override indicator |
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Rounding indicator |
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Carry Forward area extends to full page width in two column setup |
Select to extend the Carry Forward header across the entire page width in a two-column page setup. Deselecting this option reduces the header width to that of the first column only. |
Background Pagination | Select whether or not to display page breaks that are the result of background pagination. As document contents change, these page breaks will change location, as opposed to manually inserted page breaks which remain static. |
Freeze
Customizate settings for the Freeze pane.
Option | Description |
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Draw Border |
Select to draw a border around the freeze. |
Resizable |
Select to make the freeze resizable by dragging the frame to the desired size. |
Scrolls Horizontally with Main Document |
Select to allow the freeze to scroll with the document when the document has a horizontal scroll bar, rather than being locked in place. |
Display at Bottom |
Select to display the freeze at the bottom of the page, rather than the top. |
Include Style Window |
Select to include the Style window in the freeze. Note that you must also enable Show style window in View | Preferences for this option to work. |
Flush Freeze Content Left |
Select to force freeze content to the left of the page. If Show style window in View | Preferences is enabled, it will take precedence over this option. |
Equation Bar at Bottom of Freeze |
Select to display the equation bar below the freeze area regardless of whether the freeze is at the top or bottom of the main document. |
Prevent Scaling with Main Document |
Select to make the zoom function only affect the main document and not the freeze. |
Editing Options |
Select how to display the caret (| indicator where the cursor is placed) when editing content in the freeze.
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Mode Customization
Adjust the defaults for mode accessibility. These defaults are specific to the document and not CaseView as a whole.
Option | Description |
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Form mode with enable editing accessibility |
Select an accessibility level for Form Mode with editing enabled.
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Design mode accessibility |
Select an accessibility level for Design Mode.
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Starting mode |
Select which mode to use by default when opening the document. |
Features
Define which features are available in each of the CaseView modes.
Option | Description |
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Mode | Select a mode to customize from drop-down menu. |
Available features |
Lists the features that can be toggled in each of the modes. Clearing a feature in the list may hide certain menu items or dialog tabs in the selected mode. |
Copy From... |
Click to launch the Copy Feature Set dialog and select the documents to copy feature customizations from. |
Copy To... |
Click to launch the Copy Feature Set dialog and select the documents to copy features customizations to. |
Document Security
Set the access rights to CaseView features while using Form Mode or Form Mode with editing enabled.
Option | Description |
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Available operations |
Lists the operations in the document where permissions can be applied. To specify document permissions for various areas of the document, click on an area and then select the permission level. |
Setting for selected operation |
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Enable Indicator Bar if permitted |
Select to enable the blue indicator bar in the Style window in Form Mode and Form Mode with editing enabled. The blue bar indicates sections where permissions exist. |
Security Configurations
Create and apply security configuration profiles for use in other CaseView documents.
Option | Description |
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Configuration |
Select an existing security configuration from the drop-down menu. |
New |
Click to create a new security configuration. |
Delete |
Click to delete the selected security configuration. |
Available operations |
Lists the security areas that can be customized in the security configuration. To specify document permissions for various areas of the document, click on an area and then select the permission level. |
Setting for selected operation |
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System Databases
Build and maintain customized databases for use throughout the document.
Option | Description |
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Add | Click to add a new database. |
Delete | Click to delete the selected database. |
Label |
Displays the descriptive label for the database. The label can contain up to 6 alphanumeric characters and is named after the database file name by default. |
Path |
Displays the path of the database file (.dbf). When adding a database, click Browse... to navigate to the location of the file. Note that CaseView supports relative file paths pointing to the System database. This allows for easier file sharing and greater adaptability. |
Version Information
Track and define document version increments.
Option | Description |
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Current file version is: | Displays the current version number for the document. The first digit is the major version and the latter digits are the minor version (e.g. 1.02). |
Last saved on: | Displays the full date when the document was last saved. |
at: | Displays the exact time the document was last saved. |
Action to be taken during copy template |
Select how to display the document version after copying a template into a new file.
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Action to be taken during roll forward |
Select how to display the document version after performing a year end close on the file.
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Compatibility
Configure backward compatibility settings to maintain stability in documents based on legacy behavior.
Option | Description |
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Show tables in sort preview as they are in the current mode |
Select to show table rows in sort previews as they would display in the current mode. Deselecting this option shows tables as they would display in Design Mode. |
Enable graph rereferencing |
Select to rereference graph settings if the cells used in the graph are renumbered. |
Show the default page range in the Print dialog |
Select to display the default page range (1 to 1) in the Print dialog instead of the current page number. Deselecting this option will force a complete repagination prior to opening the Print dialog. |
Save all input paragraphs during Knowledge Library link updates |
Select to save all input paragraphs (tagged and untagged) during a Knowledge Library update if the document is used as a Knowledge Library. Deselecting this option will only save tagged input paragraphs. |
Apply skipped page setups to subsequent pages |
Select to apply a page setup in a skipped paragraph to subsequent pages. Deselect this option to make the page setup only affect the current page and reapply the document settings to subsequent pages. |
Keep with Next requires the next paragraph to fit entirely on the same page |
Select to require paragraphs following a Keep with Next paragraph to completely fit on the same page, otherwise move both paragraphs to the next page. |
Left align lines ending with a line break in justified paragraphs |
Select to left-align any lines created with a line break in a justified paragraph, rather than align them justified. |
Use decimal precision from cell properties in calculations |
Select to use the decimal precision specified in the cell properties of a calculation rather than the cell value. |
Scale fonts to reduce clipping |
Select to scale down fonts and reduce clipping of text in tables when viewed on-screen. Printed output is unaffected. This option will also correct the cosmetic issue of italicized fonts clipping at the right margin. |
Note Annotation Layout
Define the layout for note annotations.
Option | Description |
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Header | Select a header to apply to the annotation. |
Footer | Select a footer to apply to the annotation. |
Apply style | Select to enable a custom style for the annotation contents, then select the applicable style from the list. |
Custom Properties
Create and manage custom properties for paragraphs, tables and groups of cells.
Option | Description |
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Property |
Displays the name of the custom property. Property names are case-sensitive and cannot be longer than 50-alphanumeric characters. |
Value |
Displays the property's value. Click the field to edit the value or hover over the field to display the calculated value (in the case of calculated properties). |
Add |
Click to add a new custom property. You can create both text (labeled 'a') and calculated (labeled +) properties. Custom properties display an asterisk in the right-hand column if they are available for all cells in the selected cell group, and greyed out when not available for all selected items. |
Delete |
Click to delete the selected custom property. |
Repository
Select an existing repository to use in the document.
Option | Description |
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Identifier |
The name of the repository. The name must be unique and can contain a maximum of 8 alphanumeric characters. Note: The identifier cannot contain special characters. |
Version |
The version number of the document (for use in managing content updates). |
Description |
A description of the document and the repository content it contains. |
Up/down arrows | Click to change the order of the loaded repositories. |
Add | Click to add a new repository document. |
Delete | Click to delete the selected repository document. |