How do I share my CaseView Quick Access Toolbar settings with other users?

Published: September 19, 2017

Affected version(s): CaseView, All versions

Question

How do I share my CaseView Quick Access Toolbar (QAT) settings with other users?

Answer

To share your QAT settings with other users, you'll need to locate where your settings are stored, then designate it as the default configuration for all users in your organization.

To locate your CaseView QAT settings:

• Your QAT settings are stored in the CvRibbon.xml file located in the following file path: %LOCALAPPDATA%\Caseware\Working Papers\20XX.00\CaseView\CvRibbon.xml, where %LOCALAPPDATA% is the variable that expands to your Local folder and 20XX.00 is your version of Working Papers.

You have located your CaseView QAT settings. You can share your QAT settings with other users by copying the CvRibbon.xml file to their Local folder.

To designate a default QAT configuration for your organization:

1. Copy your CvRibbon.xml file from the above location to your Desktop.
2. In your organization's template installer, add your CvRibbon.xml file from your Desktop. Set the organization template installer to install from the following folder: %ProgramData%\Caseware\Working Papers\20XX.00\CaseView, where %ProgramData% is the variable that expands to your ProgramData folder and 20XX.00 is your version of Working Papers.

You have set the default QAT configuration for your organization. Users can still customize their QAT settings by accessing the QAT customization dialog (Customize QAT | More Commands).