Ribbon

Find information about the commands on each tab of the CaseView ribbon.

File tab

You can manage your CaseView document from the File tab.

Option Description
New

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

Open

Open an existing CaseView document within the Working Paper file.

Close

Close the open document.

Close All

Close all open documents.

Save

Save the current document.

Save All

Save all open open documents.

Version History

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.
Knowledge Library

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.
Print

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.
Export

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.
Help

View help information related to Caseware Working Papers and CaseView.

Options

Modify CaseView options.

Exit

Close CaseView.

Home tab

You can modify document content from the Home tab. The options in this tab change depending on your current editing mode.

Option Description
Paste

Paste copied content to the cursor location.

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

Cut the selected content from the document.

Copy

Copy the selected content.

Copy Formatting

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

Editing

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/Unlock

Lock or unlock the CaseView mode.

Font

Change the font.

Font Size

Change the font size.

Bold

Bold the selected text.

Italics

Italicize the selected text.

Underline

Underline the selected text.

Bullets

Insert a bulleted list.

Numbering

Insert a numbered list.

Multilevel List

Create a multi-level list.

Paragraph

Edit the paragraph properties.

Alignment

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

Cell

Create a cell or edit the cell properties.

Section

Create a section or edit the section properties.

Table

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.

View tab

You can update the layout of the CaseView window from the View tab. The options in this tab change depending on your current editing mode.

Option Description

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.

Skipped Text

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.

Style Window

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.

Ruler

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.

Preferences

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/Unsplit Vertically

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/Unsplit Horizontally

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.

Synchronize Split of Freeze

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.

Insert tab

You can add various objects to your document from the Insert tab. This tab is only available in Design Mode.

Option Description

Cell

Create a cell or edit the cell properties.

Table

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.
Picture

Insert an image at the cursor location.

Graph

Create a chart or graph at the cursor location.

Line Style

Insert a horizontal line across the page.

Hyperlink

Insert a link at the cursor location.

Text From File Insert text from an ASCII text file at the cursor location.
Audit Tests

Insert audit tests from the installed IDEA SmartAnalyzer workflows.

Page Break

Insert a page break at the cursor location.

Column Break

Insert a column break at the cursor location.

Non-Breaking Hyphen

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.

Optional Hyphen

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.

Page Number

Insert or edit page numbers.

Note Number

Insert or edit note numbers from the numbering pool.

Page Number Reference

Insert a page number reference to a paragraph label.

Note Number Reference

Insert a note number reference to an existing note.

Table of Contents

Create and configure a table of contents for the document.

Sub Document

Insert and embed a sub-document in the document.

External 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.

Object

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

Document tab

You can modify document specific settings from the Document tab. The options in this tab change depending on your current editing mode.

Option Description
Settings

Edit the document settings for the current document.

Lock

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

Compare

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

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

Remove

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

Tools tab

You can sort, link and organize your document from the Tools tab. The options in this tab change depending on your current editing mode.

Option Description
Recalculate

Recalculate all cells and related objects in the document.

Auto Recalculate

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.

Rounding

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.

Tool

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

Organizer

View and edit calculations in the current document.

Images

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.
Browses

Create or edit browses in the current document.

XBRL

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

Who Am I?

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

IDEA SmartAnalyzer

Launch IDEA SmartAnalyzer.

Note: Requires IDEA version 12.1 or later.

Launch IDEA project

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.

Options

Modify CaseView application options.