Document settings

Displays the name of the document file.

Displays the file path of the document file.

Displays the size of the document file.

Displays the file path of the client file.

Displays the client file name.

Displays the document number.

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

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

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.

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.

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.

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

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.

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.

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

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

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

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.

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.

Select to update adjustments to Net Income account balances automatically.

• Apply adjustments to: Select a map number, leadsheet or group to apply the adjustments.

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.

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

Select to draw a border around the freeze.

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

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

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

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.

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.

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.

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

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.

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.

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.

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

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.

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

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

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.

• 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.

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.

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

Click to create a new security configuration.

Click to delete the selected security configuration.

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.

• 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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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

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.

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

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).

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.

Click to delete the selected custom property.

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.