Add a reference

You can add a Reference annotation to link to documents, a hyperlink, or a manually defined dialog for quick access.

To add document references:

  1. Open the account, document, image, or PDF where you want to add a reference.
  2. On the ribbon, click Home | New Reference. The Select Reference Documents dialog displays.
  3. From the list, select the document(s) that you want to reference. If required, you can use the Document Filter drop-down menu to filter the list by a specified critera. Click OK.

The reference is added to the Annotations column of the account / document, or on the image / PDF. Click the reference to open the linked document. Double-click the reference to modify the link.

To add a hyperlink reference:

  1. Open the account, document, image, or PDF where you want to add a reference.
  2. On the ribbon, click Home | New Hyperlink Reference. The Hyperlink Reference dialog displays.
  3. Enter a label for the reference link.

  4. Select a link type.

    Option Description
    Hyperlink
    • Hyperlink: Enter the URL of the webpage.
    • Launch with external browser: When clicking the reference link, launch the webpage in your workstation's default browser, rather than the Working Papers browser.
    CaseView Document
    • Document: Select the CaseView document to reference.
    • Jump to: Select a section, paragraph, or cell to jump to in the document.
    Word Document
    • Document: Select the Word document to reference.
    • Bookmark: Select a bookmark to jump to in the document.
    Excel Workbook
    • Document: Select the Excel document to reference.
    • Location: Select a sheet, named cell, or cell range to jump to in the document.
    PDF/Image document
    • Document: Select the PDF or image to reference.
    • Page: Select a page to jump to in the PDF.

    Click OK.

The reference is added to the Annotations column of the account / document, or on the image / PDF. Click the reference to open the link, document, or image. Double-click the reference to modify the link.

To add a manual reference:

  1. Open the account, document, image, or PDF where you want to add a reference.
  2. On the ribbon, click Home | New Manual Reference. The New Manual Reference dialog displays.
  3. In the field next to the drop-down menu, enter the jump code of the dialog you want to reference. Click OK.

The reference is added to the Annotations column of the account / document, or on the image / PDF. Click the reference to jump to the linked dialog. Double-click the reference to modify the link.