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Ribbon

Find information about the commands on each tab of the CaseView ribbon.

File tab
Home tab
View tab
Insert tab
Document tab
Tools tab

File tab

You can manage your CaseView document from the File tab.

Option	Description
New	Create a new CaseView document based on system defaults or a document template.
Open	Open an existing CaseView document within the Working Paper file.
Close	Close the open document.
Close All	Close all open documents.
Save	Save the current document.
Save All	Save all open open documents.
Version History	View history and milestone tools and options. Create Milestone: Create a new milestone for the current document. History: Display the history of milestones created in the document. Options: Specify history and milestone options for the current document.
Knowledge Library	View Knowledge Library tools and options. New Knowledge Library: Create a new Knowledge Library. Open Knowledge Library: Open an existing Knowledge Library. Knowledge Library Index: Manage the documents in the Knowledge Library.
Print	View printing tools and options. Print: Print the current document. Print Preview: Preview the current document before printing. Portable Document Format (PDF): Save the current document as a PDF. Page Setup: Adjust the page layout.
Export	View export tools and options. Web Page: Export and save the current document as a web page. Portable Document Format: Export and save the current document as a PDF. RTF Format: Export and save the current document as a rich text document. Plain Text: Export and save the current document as plain text. XBRL Instance Document: Export and save the current document as an XBRL instance document. Inline XBRL Document: Export and save the current document as an Inline XBRL document.
Help	View help information related to Caseware Working Papers and CaseView.
Options	Modify CaseView options.
Exit	Close CaseView.

Home tab

You can modify document content from the Home tab. The options in this tab change depending on your current editing mode.

Option	Description
Paste	Paste copied content to the cursor location. Paste Special: Paste copied content to the cursor location with the option to retain formatting.
Cut	Cut the selected content from the document.
Copy	Copy the selected content.
Copy Formatting	Copy only the style and formatting settings from the selected content.
Editing	Toggle between Form and Design Mode. Form Mode: Switch the document to Form Mode. Design Mode: Switch the document to Design Mode. Enable Editing: Enable editing in the document while in Form Mode (some permissions are required).
Lock/Unlock	Lock or unlock the CaseView mode.
Font	Change the font.
Font Size	Change the font size.
Bold	Bold the selected text.
Italics	Italicize the selected text.
Underline	Underline the selected text.
Bullets	Insert a bulleted list.
Numbering	Insert a numbered list.
Multilevel List	Create a multi-level list.
Paragraph	Edit the paragraph properties.
Alignment	Align the selected content to the left, right, center or justified.
Cell	Create a cell or edit the cell properties.
Section	Create a section or edit the section properties.
Table	Create a table or edit the table properties. Insert: Insert rows or columns into the selected table. Delete: Delete the selected tables, rows, or columns. Merge Squares: Merge the selected horizontal table squares. Squares cannot be merged vertically. Unmerge Squares: Unmerge the selected horizontal table squares. Properties: Edit the table properties. Sort: Define the sort criteria for the table. Shuffle Columns: Reorganize the table columns in a separate window.
Style	Click the Style drop-down menu to select a style to apply to the current paragraph.
Add Style	Create a new style.
Modify Style	Modify an existing style.
Delete Style	Delete a style and replace all affected text with a different style.
New Note	Insert a new note.
New Tickmark	Insert a new tickmark.
New Reference	Insert document references.
New Manual Reference	Insert a new manual reference.
Find	Search for a specified type of cell, text or formatting in the current document. Replace: Search for and replace specified text in the current document. Find Next: Find and select the next occurrence of the text or cell specified in the Find What field.
Goto	Jump to a bookmark in the document.
Document Map	Open the Document Map to navigate through large documents.
Zoom Level	Select a percentage to increase or decrease the display size of the document.
Zoom In/Out	Increase or decrease the display size of the document in increments of 25%.
Fit content to screen	Resize content to fit between the left and right margin of the document window.
Fit page to screen	Resize the page to fit the document window.
Full screen	Resize the document to fit your monitor.

View tab

You can update the layout of the CaseView window from the View tab. The options in this tab change depending on your current editing mode.

Option	Description
Form Mode	Switch to Form Mode. Form Mode displays similar to a printed version of the document.
Design Mode	Switch to Design Mode. Design Mode allows you to edit all aspects of the document.
Enable Editing	Switch to Form Mode with editing enabled. This mode provides some editing functionality while in Form Mode.
Document Map	Open the Document Map to navigate through large documents.
Goto	Jump to a bookmark in the document.
Skipped Text	Select to display text that is marked with a skip condition. Clearing this option hides the skipped text. This option is only available in Form Mode.
Style Window	Select to display the Style window. The Style window displays to the left of the document and includes style names, section permissions, and areas that require input. This option is only available in Form Mode.
Ruler	Select to display the tab ruler. Tabs are used to control the horizontal placement of text in a document. This option is only available in Form Mode.
Preferences	Edit the display preferences for the current document.
Zoom Level	Select a percentage to increase or decrease the display size of the document.
Zoom In/Out	Increase or decrease the display size of the document in increments of 25%.
Fit content to screen	Resize content to fit between the left and right margin of the document window.
Fit page to screen	Resize the page to fit the document window.
Full screen	Resize the document to fit your monitor.
New Window	Open the current document in a new window. To use this option, you must first enable Multiple Document Windows under Tools \| Options \| Interface.
Split/Unsplit Vertically	Split the screen with a vertical line. Panes scroll together vertically but independently horizontal, allowing for an easier view of wide tables. Click Unsplit Vertically to restore the default screen view.
Split/Unsplit Horizontally	Split the screen with a horizontal line. Panes scroll together horizontally but independently vertical, allowing for simultaneous work in two locations in the document. Click Unsplit Horizontally to restore the default screen view.
Synchronize Split of Freeze	Select to share the split properties with the Freeze pane and main body of the document. This option is only available in Form Mode.
Issues	Display a list of issues in the current document. View Issues: Display the Issues dialog. Highlight Issues: Highlight issues based on the selected type. Add Issue to Document: Report an issue in the document.

Insert tab

You can add various objects to your document from the Insert tab. This tab is only available in Design Mode.

Option	Description
Cell	Create a cell or edit the cell properties.
Table	Create a table or edit the table properties. Insert: Insert a row or column into the selected table. Delete: Delete the selected table, row(s), or column(s). Merge Squares: Merge the selected horizontal table squares. Squares cannot be merged vertically. Unmerge Squares: Unmerge the selected horizontal table squares. Properties: Edit the table properties. Sort: Define the sort criteria for the table. Shuffle Columns: Reorganize the table columns in a separate window.
Picture	Insert an image at the cursor location.
Graph	Create a chart or graph at the cursor location.
Line Style	Insert a horizontal line across the page.
Hyperlink	Insert a link at the cursor location.
Text From File	Insert text from an ASCII text file at the cursor location.
Page Break	Insert a page break at the cursor location.
Column Break	Insert a column break at the cursor location.
Non-Breaking Hyphen	Insert a non-breaking hyphen at the cursor location. Use a non-breaking hyphen to prevent a hyphenated word or phrase from breaking at the end of a line. For example, to keep the word not-for-profit on the same line, use non-breaking hyphens.
Optional Hyphen	Insert an optional hyphen at the cursor location. Use an optional hyphen to determine where to break a word if it is wrapping to the next line. If subsequent changes make the hyphen unnecessary, the hyphen will not display in the final document.
New Link	Insert a link to Knowledge Library content.
New Link From Index	Insert a link to Knowledge Library content from the Knowledge Library Index.
Page Number	Insert or edit page numbers.
Note Number	Insert or edit note numbers from the numbering pool.
Page Number Reference	Insert a page number reference to a paragraph label.
Note Number Reference	Insert a note number reference to an existing note.
Table of Contents	Create and configure a table of contents for the document.
Sub Document	Insert and embed a sub-document in the document.
External Document	Insert and embed an external document, such as a PDF, Word or Excel file. External documents will be printed along with the CaseView document.
Object	Insert and embed miscellaneous objects, such as a spreadsheet or audio file.

Document tab

You can modify document specific settings from the Document tab. The options in this tab change depending on your current editing mode.

Option	Description
Settings	Edit the document settings for the current document.
Lock	Lock an area of the document. You must enter a password to complete the lock. Form/Design Mode: Lock or unlock a CaseView mode. KLL Updates: Lock or unlock updates to knowledge library links. XBRL Tagging: Lock or unlock XBRL tagging.
Compare	Compare the document to another file or information linked from a knowledge library to its source.
Spelling	Check for spelling errors in the current document.
Hyphenation	Insert a hyphenation suggestion.
Note Number Styles	Create or edit styles for note number pools.
Tabs	Create or edit tab stops.
Conditional Formatting	Create or edit conditional formatting rules for cells that meet specific criteria. Manage Rules: Edit an existing conditional formatting rule. Add Rule: Create a new conditional formatting rule.
Modify	Create or edit headers and footers in the current document.
Attach	Attach a header and/or footer to the current page.
Update	Update all knowledge library links in the current document with current library content.
Remove	Remove any outdated or unused knowledge library links in the current document.
Cell Value Flags	Revert overridden cells to their original values or clear the value change flags (underlined in red) from view. Remove Cell Override Remove All Cell Overrides Remove All Cell Overrides for Client Clear All Value Change Flags Clear All Value Change Flags for Client This option is only available in Form Mode.
Currency/Unit Symbol	Toggle the currency/unit symbol for the selected cells.
Summation	Calculate the sum of the selected numeric cells. You can paste the calculated total into another cell in the document.
Cell Options	Edit global cell options.
Cell Groups	Edit cell group properties that have been made modifiable in Form Mode.
Cell Group drop-down menu	Change the group for the current cell selection

Tools tab

You can sort, link and organize your document from the Tools tab. The options in this tab change depending on your current editing mode.

Option	Description
Recalculate	Recalculate all cells and related objects in the document.
Auto Recalculate	Toggle whether to automatically recalculate cells and related objects when they are modified.
Auto Paginate	Toggle whether to automatically insert page breaks throughout the document.
Rounding	Form Mode: Toggle rounding in the document. Design Mode: Create or edit rounding and rounding relation settings.
Rounding Relations	Toggle rounding relations in the document. This option is only available in Form Mode and if Allow Enabling and Disabling of Rounding Relations in Form Mode is selected in the Rounding dialog (Design Mode).
Sort	Form Mode: Sort a section of the document by ascending, descending, or a manual order. Design Mode: Sort document components, including: Paragraphs Selection Sections
Linkage	Link data from the accounting database to a cell in CaseView.
Tool	View and edit calculations for cells connected to the selected cell.
Organizer	View and edit calculations in the current document.
Images	Manage images stored in the document.
Repository	Access the CaseView repository. Manage Repository: View and manage available repositories. Refresh Repository Cache: Update all repository entries.
User Defined Data	Create or edit user defined data in the current document.
Diagnostics	Run or configure diagnostics for the current document. List: Displays a list of all diagnostic errors. Configure: Create or edit custom diagnostics.
Browses	Create or edit browses in the current document.
XBRL	Access eXtensible Business Reporting Language (XBRL) features for the document. Global Settings: Configure the XBRL taxonomy. Tags: Assign XBRL tags to document content. Footnotes: Create XBRL footnotes. Review: Enable review mode to review tags and refine metadata. Options: Modify XBRL options.
Who Am I?	Displays information about the current user if protection is enabled in Working Papers.
Global Font Change	Find and replace all instances of specific font and font sizes in the current document.
Auto Copy	Insert auto copy text in a permitted section.
Options	Modify CaseView application options.