• 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

Create document milestones

Preserve the current state of your document for comparison, backup, and recovery purposes by creating a milestone. In CaseView, you can create a milestone when you are in the document. To create a milestone in Working Papers, see Generate milestones.

To create a milestone:

1. On the ribbon, click File | Version History | Create Milestone.
2. The Create New Milestone dialog displays. If required, add a comment to describe the milestone. Click OK.

The milestone is saved. You can view or delete the milestone from File | Version History | History.

You can also automatically generate milestones when you save changes to the document.

To automatically generate milestones in a CaseView document:

1. Open the applicable CaseView document and click File | Version History | Options.
2. In the Options dialog, select Generate milestones automatically when saving. Click OK.

The document now automatically generates milestones. You can store up to 10 automatically generated milestones at once for each document.

Compare milestones

Use milestones to track progress in a document. Compare between a specific milestone and the current version of the document to see what content changed. To compare milestones in Working Papers, see Compare milestones.

You can compare differences by section or document.

• Document Compare: View a side-by-side comparison of the entire document.
• Section Compare: View side-by-side comparison of a specific section.

To compare a milestone in CaseView:

1. On the ribbon, click File | Version History | History.
2. The Version History dialog displays. Choose the milestone you want to compare to the document. Click Compare.
3. The Common Sections dialog displays. Choose a comparison method to launch Visual Compare.

In Visual Compare, you can easily view the changes to a document. Added content displays highlighted in green, and removed content displays highlighted in red. To quickly jump between changes in the document, click Next Diff or Prev Diff.

Recover a milestone

If you want to roll a CaseView document back to a previous state, recover it from a milestone. Recovering does not overwrite the document, but instead creates a new copy of the document based on the selected milestone. You can then remove the file you don't require, or keep both copies.

To recover a milestone in CaseView:

1. On the ribbon, click File | Version History | History.
2. Select the milestone you want to recover. Click Recover.
3. A dialog to save the new document displays. Assign an identifier and add a description for the document. Click OK.

A copy of the document recovered from the milestone is added to the file. You can locate the file in the Document Manager under the assigned identifier.