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Document settings

Access and customize global document settings. Note that some options may not be available in all modes.

General

View file information and statistics about the document.

Option Description
Filename

Displays the name of the document file.

Location

Displays the file path of the document file.

Size

Displays the size of the document file.

Client Path

Displays the file path of the client file.

Client File Name

Displays the client file name.

Schedule

Displays the document number.

Attributes

Displays the attributes of the document. Note that you cannot modify the attributes from this dialog.

Statistics

Lists the statistics of certain objects within the file, including paragraphs and cells.

Integrity Check...

Select to perform an integrity check on the document. The integrity check reports on common errors in the document. Note that you cannot perform an integrity check on documents where Design Mode is locked.

File

Access options related to document maintenance and backup.

Option Description
Backup

Select the default backup setting when saving the document.

  • Always keep a backup copy: Automatically create a backup copy of the document each time it is saved. The backup is saved in the same directory as the document and has the same filename (except with a .bak extension, rather than .cvw).
  • Don't keep a backup copy: Saving the document does not create a backup copy.
  • Use client defaults: Use the default setting in the client file.
Save

Select the default save setting when closing the document.

  • Automatically Save: Automatically save the document when it is closed. This setting hides the save prompt and assumes that you always want to save the document.
  • Never Save: The document does not save when closed. This setting hides the save prompt and assumes that you never want to save the document. You can only save the document using the standard saving methods.
  • Prompt (Default): Display a save prompt each time the document is closed.
Attach to Open Client File Select to require an open client file before populating the document. If the document belongs to a Knowledge Library, this option automatically populates the Knowledge Library with data from the open client file.
Never Autosave

Select to prevent the document from automatically saving using the autosave function. You can only save the document using the standard saving methods.

File can be opened by multiple users Select to allow multiple users to open the document as a read-only copy. The first user in the document will still have write access.
Changes due to Recalculation do not mark the document modified

Select to make recalculations of the document not mark it as modified. All dates related to modification will remain unchanged and no prompt will display asking to save the document when closing it.

Note that this option may have adverse effects on values linked through the XWKS function.

Always create backup copy (.BAK) Select to create a backup copy of the document every time you save it. This option affects the client file and not just the document.
Enable Watermark button in Page Setup dialog Select to display the Watermark button in the Page Setup dialog and enable the watermark function.
Display warning deleting last paragraph of permission section Select to display a warning message whenever a user attempts to delete the last paragraph of any section with permissions. Deleting the last paragraph in a section deletes the entire section.
Document Specific Zoom Select to enable different zoom settings for each document. If you do not select this option, the zoom setting is shared across all open documents.
Display Document Map at startup Select to automatically display the Document Map when you open CaseView.
Use improved document mode locking Select to enable additional security when locking Form and Design Modes.
Hyphenate

Select the hyphenation setting to use in the document.

  • No hyphenation: Disable automatic hyphenation for the entire document.
  • Hyphenate all paragraphs: Enable automatic hyphenation for the entire document.
  • Hyphenate modifiable paragraphs: Enable automatic hyphenation for input paragraphs in the document.

Client Options

Configure linkage properties between CaseView and Working Papers.

Option Description
Ignore Sign Field in Linkage

Select to disregard the contents of any sign field in the linked Working Papers database.

Use Map/Group Sign Field in Linkage

Select to use the Map/Group sign field in the linked Working Papers database.

Use working trial balance report tab properties for Cash Flow account

Select to use the Cash Flow account properties in the Report worksheet of the trial balance.

Document owns CaseView database records

Select to enable any records written to the CaseView database to generate a unique ownership code linking back to the document. When a cell uses a CVDATA function to locate information in the database, it will attempt to use the ownership code first. If no information matching the ownership/group/form/ID is found, it will then search for any independent group/form/ID as it normally would, or any values owned by other documents.

An External Data Access cell, however, will only search for a matching document owned group/form/ID to retrieve the data. If no document owned value is located, the cell will return a NULL value.

This option enables document authors to create SmartSync compatible documents. By tracking changes based on document ownership, Working Papers can resolve a conflict by not only restoring a previous version of a CaseView document, but the associated database records as well. Inconsistencies would appear if the document were restored from a conflict and simply retrieve the most recent database records.

Notes:

  • If no document owned values are present in the database, cells with CVDATA calculations will draw from independent values. This can result in inconsistencies in presented data as some cells may display document owned values while others show independent values. When a client file has CaseView document ownership enabled, ensure any existing independent database values will not cause a discrepancy.
  • When writing a new record to the database, it is still necessary to give a unique group/form/ID to ensure conflicts do not arise. The document ownership option is not meant to offset this requirement.
  • Enabling this option automatically enables the CaseView database records saved when document saved option.
  • If Sync on Demand is enabled, you must manually sync the CaseView document to sync to other child copies. If this option is disabled and Sync on Demand enabled, changes to the CaseView database through the CaseView document will synchronize automatically.
CaseView database records saved when document saved

Select to hold any values that are going to be written to the CaseView database in a cache until the document is saved, rather than writing the values to the database in real time. This option is automatically enabled when Document owns CaseView database records is selected, as that function already writes its information to the cache instead of directly to the database.

Include adjustments when calculating Net Income balances

Select to update adjustments to Net Income account balances automatically.

  • Apply adjustments to: Select a map number, leadsheet or group to apply the adjustments.
Lock SmartSync documents for exclusive use

Select to lock the CaseView document for exclusive use after the first user accesses the document. If anyone attempts to modify the same document while in an online child copy, they will receive a message that the document is in use. Subsequent users can still open the document in a read-only state.

Enable JsRT client option

Select to enable JsRT (JavaScript Runtime) in the current file. CaseView JavaScripts will execute using JsRT (Internet Explorer 11 and later, Microsoft Edge) rather than ActiveScript (Internet Explorer 9 and earlier).

Ignore Sign Field in Linkage

Select how the document will manage sign fields.

  • Client Default: Use the setting specified in the above Ignore Sign Field in Linkage option.
  • Yes: Disregard the sign field contents.
  • No: Incorporate the sign field contents.
Use Map/Group Sign Field in Linkage

Select how the document will manage Map/Group sign fields.

  • Client Default: Use the setting specified in the above Use Map/Group Sign Field in Linkage option.
  • Yes: Use the Map/Group sign field.
  • No: Do not use the Map/Group sign field.
Use working trial balance report tab properties for Cash Flow account

Select how the document will manage Cash Flow account properties.

  • Client Default: Use the setting specified in the above Use working trial balance report tab properties for Cash Flow account option.
  • Yes: Use the account properties.
  • No: Do not use the account properties.
Document owns CaseView database records

Select how the document will manage the entry of database information.

  • Client Default: Use the setting specified in the above Document owns CaseView database records option.
  • Yes: Force records to be owned by the document.
  • No: Keep records free of ownership.
  • Delete owned CaseView database records if document is deleted: Select to remove database records owned by the document when deleting it. You must save the document after enabling this option before it will take effect.
CaseView database records saved when document saved

Select how the document will manage information that is going to be written to the CaseView database.

  • Client Default: Use the setting specified in the above CaseView database records saved when document saved option.
  • Yes: Delay writing the records to the database until the document is saved.
  • No: Automatically write records to the database.
Include adjustments when calculating Net Income balances

Select how the document will manage adjustments to Net Income balances.

  • Client Default: Use the setting specified in the above Include adjustments when calculating Net Income balances option.
  • Yes: Update adjustments automatically.
  • No: Do not update adjustments.
  • Apply adjustments to: If you select Yes, select a map number, leadsheet or group to apply the adjustments.
Lock SmartSync documents for exclusive use

Select if the document will display as read-only to subsequent users who open it.

  • Client Default: Use the setting specified in the above Lock SmartSync documents for exclusive use option.
  • Yes: Lock the document if it is already open by another user.
  • No: Allow all users to modify the document.

Print

Define the default printing options for all CaseView documents.

Option Description

Changed cell value mark

  • Always Print: Select to underline cells that have been modified in the printed document. This option is recommended when reviewing changes to the financial statements.
  • Print Condition: Enter an optional condition to limit when the underline prints.

Diagnostics

  • Always Print: Select to print a list of diagnostics following the document.
  • Print Condition: Enter an optional condition to limit when the diagnostics print.

Override indicator

  • Always Print: Select print an override indicator in any cells that have an overridden condition.
  • Print Condition: Enter an optional condition to limit when the override indicator prints.

Rounding indicator

  • Always Print: Select to print a set of vertical bars (| for cell 1, || for cell 2, ||| for cell 3 as defined in the Rounding dialog) in any cell with associated rounding relations.
  • Print Condition: Enter an optional condition to limit when the vertical bars print.
Carry Forward area extends to full page width in two column setup

Select to extend the Carry Forward header across the entire page width in a two-column page setup. Deselecting this option reduces the header width to that of the first column only.

Background Pagination Select whether or not to display page breaks that are the result of background pagination. As document contents change, these page breaks will change location, as opposed to manually inserted page breaks which remain static.

Freeze

Customizate settings for the Freeze pane.

Option Description
Draw Border

Select to draw a border around the freeze.

Resizable

Select to make the freeze resizable by dragging the frame to the desired size.

Scrolls Horizontally with Main Document

Select to allow the freeze to scroll with the document when the document has a horizontal scroll bar, rather than being locked in place.

Display at Bottom

Select to display the freeze at the bottom of the page, rather than the top.

Include Style Window

Select to include the Style window in the freeze. Note that you must also enable Show style window in View | Preferences for this option to work.

Flush Freeze Content Left

Select to force freeze content to the left of the page. If Show style window in View | Preferences is enabled, it will take precedence over this option.

Equation Bar at Bottom of Freeze

Select to display the equation bar below the freeze area regardless of whether the freeze is at the top or bottom of the main document.

Prevent Scaling with Main Document

Select to make the zoom function only affect the main document and not the freeze.

Editing Options

Select how to display the caret (| indicator where the cursor is placed) when editing content in the freeze.

  • No Input Permitted: Select to prevent the insertion of content in the freeze. You can still select input cells, popup cells and click buttons. The caret is hidden.
  • Enable Input but Hide Selection: Select to allow content editing in the freeze. The caret is hidden.
  • Enable Input and Display Selection: Select to allow content editing in the freeze. The caret is shown.

Mode Customization

Adjust the defaults for mode accessibility. These defaults are specific to the document and not CaseView as a whole.

Option Description
Form mode with enable editing accessibility

Select an accessibility level for Form Mode with editing enabled.

  • Not accessible: Lock access to the mode. Requires protection in the document.
  • Always accessible: Allow access to the mode for all users.
  • Accessible if Access Level is at least: Set a minimum access level that a user must have in order to access the mode. Increment the access level in the field.
Design mode accessibility

Select an accessibility level for Design Mode.

  • Not accessible: Lock access to the mode. Requires protection in the document.
  • Always accessible (Require password when locked): Allow access to the mode for all users. A password is still required for access when Design Mode is locked.
  • Always accessible (View Locked): Allow users in Form Mode to click on cells to display the calculations and cell numbers from Design Mode.
  • Accessible if Access Level is at least: Set a minimum access level that a user must have in order to access the mode. Increment the access level in the field.
Starting mode

Select which mode to use by default when opening the document.

Features

Define which features are available in each of the CaseView modes.

Option Description
Mode Select a mode to customize from drop-down menu.
Available features

Lists the features that can be toggled in each of the modes. Clearing a feature in the list may hide certain menu items or dialog tabs in the selected mode.

Copy From...

Click to launch the Copy Feature Set dialog and select the documents to copy feature customizations from.

Copy To...

Click to launch the Copy Feature Set dialog and select the documents to copy features customizations to.

Document Security

Set the access rights to CaseView features while using Form Mode or Form Mode with editing enabled.

Option Description
Available operations

Lists the operations in the document where permissions can be applied. To specify document permissions for various areas of the document, click on an area and then select the permission level.

Setting for selected operation
  • Operation not restricted: Select to permit modification to the selected area.
  • Minimum level required: Select and enter an access level to apply to the selected operation. Access levels are defined in the group profile in Working Papers.
  • Operation prohibited: Select to prevent modification to the selected area, regardless of access level.
Enable Indicator Bar if permitted

Select to enable the blue indicator bar in the Style window in Form Mode and Form Mode with editing enabled. The blue bar indicates sections where permissions exist.

Security Configurations

Create and apply security configuration profiles for use in other CaseView documents.

Option Description
Configuration

Select an existing security configuration from the drop-down menu.

New

Click to create a new security configuration.

Delete

Click to delete the selected security configuration.

Available operations

Lists the security areas that can be customized in the security configuration. To specify document permissions for various areas of the document, click on an area and then select the permission level.

Setting for selected operation
  • Operation not restricted: Select to permit modification to the selected area.
  • Minimum level required: Select and enter an access level to apply to the selected operation. Access levels are defined in the group profile in Working Papers.
  • Operation prohibited: Select to prevent modification to the selected area, regardless of access level.
  • Use document settings: Select to use the document security settings.

System Databases

Build and maintain customized databases for use throughout the document.

Option Description
Add Click to add a new database.
Delete Click to delete the selected database.
Label

Displays the descriptive label for the database. The label can contain up to 6 alphanumeric characters and is named after the database file name by default.

Path

Displays the path of the database file (.dbf). When adding a database, click Browse... to navigate to the location of the file.

Note that CaseView supports relative file paths pointing to the System database. This allows for easier file sharing and greater adaptability.

Version Information

Track and define document version increments.

Option Description
Current file version is: Displays the current version number for the document. The first digit is the major version and the latter digits are the minor version (e.g. 1.02).
Last saved on: Displays the full date when the document was last saved.
at: Displays the exact time the document was last saved.
Action to be taken during copy template

Select how to display the document version after copying a template into a new file.

  • Copy version number: Retains the same version number in the newly copied document.
  • Reset version number to 1.00: Resets the version number in the newly copied document to 1.00.
  • Increment major version part and reset minor version part: Increments the first digit and resets the latter digits in the version number. For example, if the version number in the current document is 1.09, the newly copied document will have a version number of 2.00.
Action to be taken during roll forward

Select how to display the document version after performing a year end close on the file.

  • Copy version number: Retains the same version number in the next year file.
  • Reset version number to 1.00: Resets the version number in the next year file to 1.00.
  • Increment major version part and reset minor version part: Increments the first digit and resets the latter digits in the version number. For example, if the version number in the current year document is 1.09, the next year document will have a version number of 2.00.

Compatibility

Configure backward compatibility settings to maintain stability in documents based on legacy behavior.

Option Description
Show tables in sort preview as they are in the current mode

Select to show table rows in sort previews as they would display in the current mode. Deselecting this option shows tables as they would display in Design Mode.

Enable graph rereferencing

Select to rereference graph settings if the cells used in the graph are renumbered.

Show the default page range in the Print dialog

Select to display the default page range (1 to 1) in the Print dialog instead of the current page number. Deselecting this option will force a complete repagination prior to opening the Print dialog.

Save all input paragraphs during Knowledge Library link updates

Select to save all input paragraphs (tagged and untagged) during a Knowledge Library update if the document is used as a Knowledge Library. Deselecting this option will only save tagged input paragraphs.

Apply skipped page setups to subsequent pages

Select to apply a page setup in a skipped paragraph to subsequent pages. Deselect this option to make the page setup only affect the current page and reapply the document settings to subsequent pages.

Keep with Next requires the next paragraph to fit entirely on the same page

Select to require paragraphs following a Keep with Next paragraph to completely fit on the same page, otherwise move both paragraphs to the next page.

Left align lines ending with a line break in justified paragraphs

Select to left-align any lines created with a line break in a justified paragraph, rather than align them justified.

Use decimal precision from cell properties in calculations

Select to use the decimal precision specified in the cell properties of a calculation rather than the cell value.

Scale fonts to reduce clipping

Select to scale down fonts and reduce clipping of text in tables when viewed on-screen. Printed output is unaffected. This option will also correct the cosmetic issue of italicized fonts clipping at the right margin.

Note Annotation Layout

Define the layout for note annotations.

Option Description
Header Select a header to apply to the annotation.
Footer Select a footer to apply to the annotation.
Apply style Select to enable a custom style for the annotation contents, then select the applicable style from the list.

Custom Properties

Create and manage custom properties for paragraphs, tables and groups of cells.

Option Description
Property

Displays the name of the custom property. Property names are case-sensitive and cannot be longer than 50-alphanumeric characters.

Value

Displays the property's value. Click the field to edit the value or hover over the field to display the calculated value (in the case of calculated properties).

Add

Click to add a new custom property. You can create both text (labeled 'a') and calculated (labeled +) properties.

Custom properties display an asterisk in the right-hand column if they are available for all cells in the selected cell group, and greyed out when not available for all selected items.

Delete

Click to delete the selected custom property.

Repository

Select an existing repository to use in the document.

Option Description

Identifier

The name of the repository. The name must be unique and can contain a maximum of 8 alphanumeric characters.

Note: The identifier cannot contain special characters.

Version

The version number of the document (for use in managing content updates).

Description

A description of the document and the repository content it contains.

Up/down arrows Click to change the order of the loaded repositories.
Add Click to add a new repository document.
Delete Click to delete the selected repository document.