• 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 new documents

You can create new CaseView documents based on your organization's default settings or an existing document, from the applicable Working Papers file or directly in CaseView.

To create a new document from CaseView:

1. On the ribbon, click File | New.
2. In the New Document dialog, select whether to base the new document on your document defaults or an existing document (template). If you are basing the document on an existing document, click Browse... and navigate to the location of the document (file extension .cvw). Select the document and click Open. Click OK.

The document is created and opens in CaseView. We recommend you immediately save the document after it opens.