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Compare documents

You can perform a document comparison to easily view the differences between:

Compare sections between CaseView documents

You can compare the differences between each section in two similar CaseView documents. The differences are highlighted for visibility.

To compare sections between two CaseView documents:

  1. On the ribbon, click Document | Compare.
  2. In the Compare dialog, select Compare to another file. Click Next.
  3. Click Browse.... In the Open dialog, navigate to the CaseView document that you want to compare with the current one. Select it and click Open. Click Next.
  4. In the Compare to a File dialog, select the type of document you are comparing, and if required, select Only compare common sections to compare only the sections that have identical section labels. Click Finish.
  5. The Section Comparison Results dialog displays. Select a section to compare and click Compare.

The Comparison dialog displays. Use the Prev Diff and Next Diff buttons to jump between differences in the sections.

Compare Knowledge Library links to their source

You can determine which content has been updated between a Knowledge Library link and its source using visual comparison. Visual comparison allows you to directly modify content in the "Current content" pane to match the source Knowledge Library and gives you the option to keep any changes (such as notes to the financial statements) after they have been updated from content stored in the Knowledge Library.

To compare Knowledge Library links to their source:

  1. On the ribbon, click Document | Compare.
  2. In the Compare dialog, select Compare Knowledge Library Links to their source. Click Finish.
  3. The Section Comparison Results dialog displays. Select a section to compare and click Visual Compare.

A visual comparison between the current content and the Knowledge Library displays. Use the ribbon of options between the comparison panes to jump between sections, toggle highlighted areas and display additional details about the object at your cursor's position.