Ribbon

Create a new CaseView document based on system defaults or a document template.

Open an existing CaseView document within the Working Paper file.

Close the open document.

Close all open documents.

Save the current document.

Save all open open documents.

View history and milestone tools and options.

• Create Milestone: Create a new milestone for the current document.
• History: Display the history of milestones created in the document.
• Options: Specify history and milestone options for the current document.

View Knowledge Library tools and options.

• New Knowledge Library: Create a new Knowledge Library.
• Open Knowledge Library: Open an existing Knowledge Library.
• Knowledge Library Index: Manage the documents in the Knowledge Library.

View printing tools and options.

• Print: Print the current document.
• Print Preview: Preview the current document before printing.
• Portable Document Format (PDF): Save the current document as a PDF.
• Page Setup: Adjust the page layout.

View export tools and options.

• Web Page: Export and save the current document as a web page.
• Portable Document Format: Export and save the current document as a PDF.
• RTF Format: Export and save the current document as a rich text document.
• Plain Text: Export and save the current document as plain text.
• XBRL Instance Document: Export and save the current document as an XBRL instance document.
• Inline XBRL Document: Export and save the current document as an Inline XBRL document.

View help information related to Caseware Working Papers and CaseView.

Modify CaseView options.

Close CaseView.

Paste copied content to the cursor location.

• Paste Special: Paste copied content to the cursor location with the option to retain formatting.

Cut the selected content from the document.

Copy the selected content.

Copy only the style and formatting settings from the selected content.

Toggle between Form and Design Mode.

• Form Mode: Switch the document to Form Mode.
• Design Mode: Switch the document to Design Mode.
• Enable Editing: Enable editing in the document while in Form Mode (some permissions are required).

Lock or unlock the CaseView mode.

Change the font.

Change the font size.

Bold the selected text.

Italicize the selected text.

Underline the selected text.

Insert a bulleted list.

Insert a numbered list.

Create a multi-level list.

Edit the paragraph properties.

Align the selected content to the left, right, center or justified.

Create a cell or edit the cell properties.

Create a section or edit the section properties.

Create a table or edit the table properties.

• Insert: Insert rows or columns into the selected table.
• Delete: Delete the selected tables, rows, or columns.
• Merge Squares: Merge the selected horizontal table squares. Squares cannot be merged vertically.
• Unmerge Squares: Unmerge the selected horizontal table squares.
• Properties: Edit the table properties.
• Sort: Define the sort criteria for the table.
• Shuffle Columns: Reorganize the table columns in a separate window.

Style

Click the Style drop-down menu to select a style to apply to the current paragraph.

Add Style

Create a new style.

Modify Style

Modify an existing style.

Delete Style

Delete a style and replace all affected text with a different style.

New Note

Insert a new note.

New Tickmark

Insert a new tickmark.

New Reference

Insert document references.

New Manual Reference

Insert a new manual reference.

Find

Search for a specified type of cell, text or formatting in the current document.

• Replace: Search for and replace specified text in the current document.
• Find Next: Find and select the next occurrence of the text or cell specified in the Find What field.

Goto

Jump to a bookmark in the document.

Document Map

Open the Document Map to navigate through large documents.

Zoom Level

Select a percentage to increase or decrease the display size of the document.

Zoom In/Out

Increase or decrease the display size of the document in increments of 25%.

Fit content to screen

Resize content to fit between the left and right margin of the document window.

Fit page to screen

Resize the page to fit the document window.

Full screen

Resize the document to fit your monitor.

Form Mode

Switch to Form Mode. Form Mode displays similar to a printed version of the document.

Design Mode

Switch to Design Mode. Design Mode allows you to edit all aspects of the document.

Enable Editing

Switch to Form Mode with editing enabled. This mode provides some editing functionality while in Form Mode.

Document Map

Open the Document Map to navigate through large documents.

Goto

Jump to a bookmark in the document.

Select to display text that is marked with a skip condition. Clearing this option hides the skipped text.

This option is only available in Form Mode.

Select to display the Style window. The Style window displays to the left of the document and includes style names, section permissions, and areas that require input.

This option is only available in Form Mode.

Select to display the tab ruler. Tabs are used to control the horizontal placement of text in a document.

This option is only available in Form Mode.

Edit the display preferences for the current document.

Zoom Level

Select a percentage to increase or decrease the display size of the document.

Zoom In/Out

Increase or decrease the display size of the document in increments of 25%.

Fit content to screen

Resize content to fit between the left and right margin of the document window.

Fit page to screen

Resize the page to fit the document window.

Full screen

Resize the document to fit your monitor.

New Window

Open the current document in a new window.

To use this option, you must first enable Multiple Document Windows under Tools | Options | Interface.

Split the screen with a vertical line. Panes scroll together vertically but independently horizontal, allowing for an easier view of wide tables.

Click Unsplit Vertically to restore the default screen view.

Split the screen with a horizontal line. Panes scroll together horizontally but independently vertical, allowing for simultaneous work in two locations in the document.

Click Unsplit Horizontally to restore the default screen view.

Select to share the split properties with the Freeze pane and main body of the document.

This option is only available in Form Mode.

Issues

Display a list of issues in the current document.

• View Issues: Display the Issues dialog.
• Highlight Issues: Highlight issues based on the selected type.
• Add Issue to Document: Report an issue in the document.

Cell

Create a cell or edit the cell properties.

Create a table or edit the table properties.

• Insert: Insert a row or column into the selected table.
• Delete: Delete the selected table, row(s), or column(s).
• Merge Squares: Merge the selected horizontal table squares. Squares cannot be merged vertically.
• Unmerge Squares: Unmerge the selected horizontal table squares.
• Properties: Edit the table properties.
• Sort: Define the sort criteria for the table.
• Shuffle Columns: Reorganize the table columns in a separate window.

Insert an image at the cursor location.

Create a chart or graph at the cursor location.

Insert a horizontal line across the page.

Hyperlink

Insert a link at the cursor location.

Insert audit tests from the installed IDEA SmartAnalyzer workflows.

Insert a page break at the cursor location.

Insert a column break at the cursor location.

Insert a non-breaking hyphen at the cursor location.

Use a non-breaking hyphen to prevent a hyphenated word or phrase from breaking at the end of a line. For example, to keep the word not-for-profit on the same line, use non-breaking hyphens.

Insert an optional hyphen at the cursor location.

Use an optional hyphen to determine where to break a word if it is wrapping to the next line. If subsequent changes make the hyphen unnecessary, the hyphen will not display in the final document.

New Link

Insert a link to Knowledge Library content.

New Link From Index

Insert a link to Knowledge Library content from the Knowledge Library Index.

Insert or edit page numbers.

Insert or edit note numbers from the numbering pool.

Insert a page number reference to a paragraph label.

Insert a note number reference to an existing note.

Create and configure a table of contents for the document.

Insert and embed a sub-document in the document.

Insert and embed an external document, such as a PDF, Word or Excel file. External documents will be printed along with the CaseView document.

Insert and embed miscellaneous objects, such as a spreadsheet or audio file.

Edit the document settings for the current document.

Lock

Lock an area of the document. You must enter a password to complete the lock.

• Form/Design Mode: Lock or unlock a CaseView mode.
• KLL Updates: Lock or unlock updates to knowledge library links.
• XBRL Tagging: Lock or unlock XBRL tagging.

Compare the document to another file or information linked from a knowledge library to its source.

Spelling

Check for spelling errors in the current document.

Hyphenation

Insert a hyphenation suggestion.

Note Number Styles

Create or edit styles for note number pools.

Tabs

Create or edit tab stops.

Conditional Formatting

Create or edit conditional formatting rules for cells that meet specific criteria.

• Manage Rules: Edit an existing conditional formatting rule.
• Add Rule: Create a new conditional formatting rule.

Modify

Create or edit headers and footers in the current document.

Attach

Attach a header and/or footer to the current page.

Update all knowledge library links in the current document with current library content.

Remove any outdated or unused knowledge library links in the current document.

Cell Value Flags

Revert overridden cells to their original values or clear the value change flags (underlined in red) from view.

• Remove Cell Override
• Remove All Cell Overrides
• Remove All Cell Overrides for Client
• Clear All Value Change Flags
• Clear All Value Change Flags for Client

This option is only available in Form Mode.

Currency/Unit Symbol

Toggle the currency/unit symbol for the selected cells.

Summation

Calculate the sum of the selected numeric cells. You can paste the calculated total into another cell in the document.

Cell Options

Edit global cell options.

Cell Groups

Edit cell group properties that have been made modifiable in Form Mode.

Cell Group drop-down menu

Change the group for the current cell selection

Recalculate all cells and related objects in the document.

Toggle whether to automatically recalculate cells and related objects when they are modified.

Auto Paginate

Toggle whether to automatically insert page breaks throughout the document.

Form Mode: Toggle rounding in the document.

Design Mode: Create or edit rounding and rounding relation settings.

Rounding Relations

Toggle rounding relations in the document.

This option is only available in Form Mode and if Allow Enabling and Disabling of Rounding Relations in Form Mode is selected in the Rounding dialog (Design Mode).

Sort

Form Mode: Sort a section of the document by ascending, descending, or a manual order.

Design Mode: Sort document components, including:

• Paragraphs
• Selection
• Sections

Linkage

Link data from the accounting database to a cell in CaseView.

View and edit calculations for cells connected to the selected cell.

View and edit calculations in the current document.

Manage images stored in the document.

Repository

Access the CaseView repository.

• Manage Repository: View and manage available repositories.
• Refresh Repository Cache: Update all repository entries.

User Defined Data

Create or edit user defined data in the current document.

Diagnostics

Run or configure diagnostics for the current document.

• List: Displays a list of all diagnostic errors.
• Configure: Create or edit custom diagnostics.

Create or edit browses in the current document.

XBRL

Access eXtensible Business Reporting Language (XBRL) features for the document.

• Global Settings: Configure the XBRL taxonomy.
• Tags: Assign XBRL tags to document content.
• Footnotes: Create XBRL footnotes.
• Review: Enable review mode to review tags and refine metadata.
• Options: Modify XBRL options.

Displays information about the current user if protection is enabled in Working Papers.

Launch IDEA SmartAnalyzer.

Note: Requires IDEA version 12.1 or later.

Launch a project in IDEA.

Note: Requires IDEA version 12.1 or later.

Global Font Change

Find and replace all instances of specific font and font sizes in the current document.

Auto Copy

Insert auto copy text in a permitted section.

Modify CaseView application options.