Manage document issues
Document issues in CaseView function nearly identically to Working Papers. You can view a list of existing issues in a document by clicking View | Issues.
Issues can be added to different areas of a CaseView document:
- A section
- A paragraph
- A cell
- The document
To report an issue, simply right-click the area you want to add an issue and select Add New Issue. For more information, see the following topics in our Working Papers help:
Note: After adding an issue to an area, you can drill down on that area to manage the issue. If an issue is added to a cell that occurs more than once in a document, or to any paragraph or section with a label that occurs more than once, the drilldown may not work properly.
Highlight issues
Unique to CaseView is the option to highlight issues of a specific type in the document. Highlighted issues display differently in the document depending on the issue type:
- Paragraph and cell issues display as a red square bracket in the main document window and a red triangle in the Style window.
- Section issues display as a single, bold, red square bracket in the Style window.
To highlight issues in a document:
- On the ribbon, click View | Issues | Highlight Issues.
- Select the type of issue you want to highlight, or select all types.
The issues matching the selected type display highlighted in the document.
