• Document management
  • Back up documents
  • CaseView Repository
  • Create a materiality document
  • Create document milestones
  • Create new documents
  • Document settings
  • Open documents
  • Save documents
  • Set up document defaults
  • Set up permissions
  • Specify document versions

Save documents

It is a good practice to frequently save any document you're in the process of modifying. When you save a document, there are a number of different actions that can trigger.

• A history event is created for the document.
• The document version is incremented.
• A backup of the document is created.

To save a document, complete one of the following processes:

• On the ribbon, click File | Save or Save All.
• Click the Save icon on the Quick Access Toolbar.
• Press Ctrl + S on your keyboard.

The document is saved. Note that if you're saving a document for the first time, a prompt will display requesting you to enter an identifier and description for the document. These properties are used when the document is added to the Working Papers Document Manager.

Note: If Working Papers is not active when saving a new document, the document is not automatically added to the Document Manager. You can retrieve the saved document from the directory of the Working Papers file.

Automatically save documents

To ensure that you don't lose any modifications to your documents, you can set up the autosave function to automatically save at scheduled intervals. In the event of an application crash, the autosave function allows you to restore your document from the last save point.

To automatically save documents:

1. On the ribbon, click Tools | Options.
2. In the Application Options dialog, click the Auto Save tab.
3. Select Enable Autosave.
4. Increment the Hrs. and Min. fields to schedule the autosave interval. Click OK.

The document is set to automatically save after the scheduled interval elapses.