• 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

Set up document defaults

You can specify the default fonts, colors, and unit of measure to streamline the development process for new documents.

To specify a default font:

1. Ensure you are working in Design Mode.
2. On the ribbon, click Tools | Global Font Change.
3. In the Global Font Change dialog under Change all fonts with typeface and size, select the typeface and sizes you want to change.
4. Under To typeface and size, select the typeface and size that you want to use in the document. Click OK.

The font is changed in the document. Changing fonts globally affects all text, styles, and cells using the original font. Repeat this process for each font in the document to convert all text to the default font settings.

To specify the default colors:

1. On the ribbon, click View | Preferences.
2. In the Colors group, select the default colors you want to use for input cells, input paragraphs, skip text and missing annotation references. In the color drop-down menu, click More Colors... to define a custom color. Click OK.

The default colors are set for the document.

To specify a default unit of measure:

1. Ensure you are working in Design Mode.
2. On the ribbon, click Tools | Options.
3. In the Application Options dialog, click the Measurements tab.
4. Click the Measurements Units drop-down menu and select the default unit of measure to use for dialog boxes, cells and the horizontal ruler. Click OK.

The default unit of measure is set for the document.