CaseView
752 articles in this locale.
Explore
9Knowledge Base
7- CaseView stops responding after closing a document in Windows 10
- CaseView stops responding after installing a Windows update
- Error "Could not obtain information about the default printer" when opening a CaseView document
- Exported or printed CaseView graphs and cell-based images appear blank or blacked out
- Frequent script errors when opening CaseView documents on Windows 11
- How do I share my CaseView Quick Access Toolbar settings with other users?
- Windows 10 Fall Creators Update causes performance issues with CaseView
Setup
46- Document management
- Back up documents
- CaseView Repository
- Create a materiality document
- Create document milestones
- Create new documents
- Document settings
- Open documents
- Save documents
- Set up document defaults
- Set up permissions
- Specify document versions
- Interface
- Document Map
- Find and replace
- Keyboard shortcuts
- Options
- Quick Access Toolbar
- Registry settings
- Ribbon
- Status bar
- Style window
- Knowledge Library
- About Knowledge Libraries
- About the Knowledge Library Index
- Create a Knowledge Library
- Create a Knowledge Library Index
- Create custom Knowledge Library properties
- Create Knowledge Library Index views
- Link Knowledge Library entries
- Repackage Knowledge Library entries
- Update Knowledge Library links
- Modes
- About CaseView modes
- Work in Design Mode
- Work in Form Mode
- Caseware IDEA
- Integrate CaseView with SmartAnalyzer
- Launch IDEA from CaseView
- XBRL
- Assign XBRL tags
- Create XBRL context
- Export documents to XBRL
- Review XBRL tags
- XBRL diagnostics index
- XBRL options
Customization
676Accumulation
5Action Events
88- Action Events
- Activate Working Papers Action
- Add a Form in CaseView Database Action
- Add a Group in CaseView Database Action
- Annotate Action
- Calculation Explorer Action
- CaseView Menu
- Change Document Mode Action
- Close All Database Browses Action
- Close Any CaseView Document Action
- Close CaseView Action
- Close Client CaseView Document Action
- Close Database Browse Action
- Compare Document Action
- Compare Section Action
- Delete Column Action
- Delete Form in CaseView Database Action
- Delete Group in CaseView Database Action
- Delete Row Action
- Enable Rounding Action
- Event Functions List Action
- Execute Helper Application Action
- Execute Script Action
- Execute URL Action
- Import Filed Cell Data Action
- Input Integer Dialog Action
- Input String Dialog Action
- Insert Column Action
- Insert Knowledge Library Link From List Action
- Insert Link From Knowledge Library Index Action
- Insert New Knowledge Library Link Action
- Insert Row Action
- Insert Section Action
- Jump to Bookmark Action
- Jump to Labeled Section Action
- Knowledge Library (Select Links From List to Insert)
- Label Browse Action
- Launch Bookmark Dialog Action
- Launch CaseView Document by Code Action
- Launch CaseView Document by File Action
- Launch CaseView Form by Code Action
- Launch Caseware Dialog Action
- Launch Caseware Document Action
- Launch Cell Group Dialog Action
- Launch HTML Dialog Action
- Launch Database Browse Action
- Launch Knowledge Library Index Action
- Launch Issues Pane Action
- Launch Message Box Action
- Launch Rounding Dialog Action
- Launch Note Number Style Dialog Action
- Launch XBRL Financial Statement Dialog Action
- Launch Style Dialog Action
- Link Cell Action
- Load Cell Group by Name Action
- Load Cell Group File Action
- Load Note Number Style Sheet Action
- Load Style Sheets Action
- Load Styles by Name Action
- Merge Browses Action
- Modify Browse Action
- Modify Browse Filter Action
- Move to Performance Measures Action
- Pick File Dialog Action
- Pick Path Dialog Action
- Recalculate Action
- Refresh CaseView Document by Code Action
- Remove Change Flags Action
- Remove Custom Property Action
- Remove Knowledge Library Link Action
- Round To Action
- Save Document Action
- Save Milestone Action
- Set Cell Calculation Action
- Set Cell Value Action
- Set Current Form Action
- Set Custom Property Action
- Set Form Filter Action
- Show Ruler Action
- Shuffle Table Columns Action
- Sort Paragraphs Action
- Sort Sections Action
- Sort Table Group Action
- Sort Table Rows Action
- Navigating to Another Document Using Events
- Update a Knowledge Library Link Action
- Update All Knowledge Library Links Action
- Visual Compare to Knowledge Library Action
Functions
185Condition Functions
4Date and Time Functions
23- Date and Time Functions
- ADDMONTH Function
- ADDYEAR Function
- Day Function
- DAYSTR Function
- DMY Function
- DTOS Function
- FMTDATESTR function
- ITOD Function
- LDATE Function
- MKDATE Function
- MONTH Function
- MONTHSTR Function
- PERSTR Function
- PERTOJ Function
- SDATE Function
- SDATETOJ Function
- SYSDATE Function
- SYSTIME Function
- VERDATE Function
- VERSION Function
- VERTIME Function
- YEAR Function
Linkage Functions
29- Linkage Functions
- ACT Function
- BALDESC Function
- CLASS Function
- CLASSDESC Function
- CURLANG Function
- CVEXCEL Function
- DESC Function
- DMDESC Function
- DOCNUM Function
- ENTABBR Function
- ENTCLP Function
- ENTDESC Function
- Entity Function
- GRP Function
- GRPDESC Function
- GRPENT Function
- ISINGRP Function
- LS Function
- LSDESC Function
- M3TAX Function
- MAP Function
- MAPDESC Function
- MASK Function
- NUMTOTDID Function
- RATE Function
- RAWENT Function
- TAX Function
- TDIDTONUM Function
Mathematical and Financial Functions
31- Mathematical and Financial Functions
- ABS Function
- AVERAGE Function
- CGROUP Function
- CGROUPT Function
- COLCOUNT Function
- COUNTIF function
- EXP Function
- FV Function
- LOG Function
- MAX Function
- MEDIAN Function
- MIN Function
- MKDEC Function
- MKINT Function
- MOD Function
- POS Function
- PV Function
- R Function
- RATIO Function
- RC Function
- RCNV Function
- RCR Function
- RCTOTAL Function
- ROUND Function
- ROWCOUNT Function
- RR Function
- RRTOTAL Function
- STDDEV Function
- SUM Function
- TOTAL Function
Miscellaneous Functions
68- Miscellaneous Functions
- ASSIGNEDTO Function
- B64TOGUID Function
- BROWSTAT Function
- CANSIGN Function
- CELLCALC Function
- CELLCOL Function
- CELLLABEL Function
- CELLNO Function
- CELLROW Function
- CELLSTR Function
- CELLTABLE Function
- COMPLETION Function
- COMPLTBY Function
- CUSTPROP Function
- CUSTPROPAT Function
- CUSTPROPR Function
- CVDATA Function
- CVDATAC Function
- CVDATAL Function
- CVDATALNG Function
- CVDATAQRY Function
- CVDOCPOS Function
- CVFORM Function
- CVGROUP Function
- CVIDEA Function
- CVINFO Function
- CVMENUST Function
- DOCENTSCP Function
- DOCID Function
- DOCLIBPATH Function
- DOCMODE Function
- EVAL Function
- FIELD Function
- GETHIDE Function
- GUIDTOB64 Function
- HASTAG Function
- INITIALS Function
- INPBLANK Function
- INPBLANKRC Function
- ISADMIN Function
- ISCONS Function
- ISINGROUP Function
- ISLOCKED Function
- ISPLHOLDER Function
- ISSUECOUNT Function
- ITEMPROP Function
- KLIEXIST Function
- KLIPROP Function
- KLLPROP Function
- LEVEL Function
- LOOKUP Function
- MKPATH Function
- NUMROLES Function
- NUMSIGNED Function
- RDYREVIEW Function
- REPENT Function
- ROLECOMPLT Function
- ROLEINDEX Function
- ROLELABEL Function
- SCRNX Function
- SCRNY Function
- SIGNOFF Function
- SIGNOFFCHK Function
- SIGNOFFCVR Function
- SIGNOFFDTE Function
- SIGNOFFNME Function
- WHOAMI Function
Text Functions
27- Text Functions
- ANSI Character Functions
- CLNTDIR Function
- CLNTNAME Function
- CURRENCY Function
- DOCPATH Function
- IN Function
- LEFT Function
- LENGTH Function
- LOWER Function
- LTRIM Function
- MID Function
- MKSTR Function
- PRGDIR Function
- RIGHT Function
- SCANSTR Function
- SPACE Function
- STR Function
- SUBSTR Function
- TITLE Function
- TOKEN Function
- TOKENSUB Function
- TRIM Function
- TRIMRTF Function
- UPPER Function
- XRND Function
- XWKS Function
Linkage
11- Linkage
- About the Linkage Worksheet
- About Using Account Mapping to Create Dynamic Statement Templates
- Hyperlink Command
- Linkage Command - Tools menu
- Folding Columns in the Linkage Worksheet
- Inserting or Modifying a Hyperlink
- Linking Balances from a Consolidated File
- Linking Information from Working Papers
- Linking the current document's Document Number
- Resizing a Column on the Linkage Worksheet
User Defined Data
6Values
5- About Cell Calculations
- About Checking Portions of Calculations
- About Direct Referencing
- About Relative Referencing
- Apply rounding
- Apply rounding relations
- Calculation Organizer Command
- Calculation Tool Command
- Calculation Editor
- Calculation operators
- CLP (linkage) codes
- Equation bar
- Entering a Cell Calculation
- Entering a Text Value into an Alphanumeric Cell
- Wildcard characters
- Cells
Configuration
11- Configuration
- Accessing the Cell Group Edit Dialog in Form Mode
- Adjusting The Number of Decimal Places for a Cell Group
- Adjusting The Number of Decimal Places for a Single Cell
- Allowing Changes to Cell Groups from Form Mode
- Changing the Width of a Column of Cells in Form Mode
- Configuration
- Adding Across Table Columns and Rows
- Changing a Table Identifier
- Creating Table Column Permissions
- Enabling the Modification of Column Positioning in Form Mode
Creation
8Formatting
65- Formatting
- Conditional Formatting
- Adjusting Cell Height
- Adjusting Cell Width
- Aligning a Column of Cells
- Aligning Numbers and Text in a Cell
- Capitalizing Cell Contents
- Changing a Cell's Font
- Changing a Cell's Type
- Changing The Separator for Date Cells
- Creating a User Defined Underline
- Defining Cell Options Globally
- Distributing Cell Contents Evenly
- Formatting The Appearance of Negative Values
- Formatting The Appearance of Positive Values
- Formatting The Appearance of Zero Values
- Printing a Currency Sign Inside a Cell
- Separating Large Currency Values with a Comma
- Shading a Cell
- Shading a Column of Cells in Form Mode
- Shading Multiple Cells
- Underlining a Cell
- Underlining The Currency Symbol
- Alignment tab - Edit Cell dialog
- Alphanumeric tab - Edit Cell dialog
- Borders tab - Edit Cell dialog
- Button Tab - Edit Cell Dialog
- About Radio Button Check Box Cells
- Check Box Tab - Edit Cell Dialog
- Copy Template tab - Edit Cell dialog
- Date tab - Edit Cell dialog
- Diagnostics tab - Edit Cell dialog
- Events tab - Edit Cell dialog
- External Data tab
- Font tab - Edit Cell dialog
- Formatting tab - Edit Cell dialog
- General Tab - Edit Cell Dialog
- Context Menus Dialog
- Numeric tab - Edit Cell dialog
- Popup tab - Edit Cell dialog
- About External Data Cells
- Radio Button Tab - Edit Cell Dialog
- Roll Forward Tab - Edit Cell Dialog
- Formatting
- Formatting
- Adding Table Borders and Shading
- Adjusting Table Column Properties
- Adjusting Table Row Properties
- Allowing Merged Squares to Split in a Wide Table
- Formatting Wide Tables
- Keeping Table Rows Together
- Merging and Separating Table Squares
- Borders and Shading Tab - Table Properties Dialog
- Column Permissions tab - Table Properties dialog
- Column Properties tab - Table Properties dialog
- Create command - Table menu
- Insert Column command - Table menu
- Insert Row command - Table menu
- Row Properties Tab - Table Properties Dialog
- Shuffle Columns command - Table menu
- Sort command - Table menu
- Sort Groups tab - Table Properties dialog
- Table Properties command - Table menu
- Table tab - Table Properties dialog
- Wide Table Printing tab - Table Properties dialog
Groups
23- Groups
- Assigning a Cell to a Cell Group
- Assigning Cells to an Accumulator Group
- Assigning Multiple Cells to a Cell Group
- Assigning Multiple Cells to a Different Sum Group
- Copying a Cell Group File to Another CaseView Document
- Creating a Cell Group
- Creating a Sum Group
- Deleting a Cell Group
- Loading a Cell Group Using Events
- Modifying The Properties of a Cell Group
- Removing a Cell from a Cell Group
- Removing a Cell from a Sum Group
- Renaming a Cell Group
- Saving a Cell Group File
- Undoing Cell Group Changes in The Form Mode
- Cell Group command - Format menu
- Cell Group command - Tools menu
- Delete Group command - Group Cell Edit dialog
- Load Cell Group File command - Group Cell Edit dialog
- New Group command - Group Cell Edit dialog
- Rename Group command - Group Cell Edit dialog
- Save Cell Group File command - Group Cell Edit dialog
Input Cells
10- Input Cells
- Creating an Input Cell
- Flagging Changes Made to Input Cells
- Moving or Copying Input Cell Contents to Another Input Cell
- Preparing for a Roll Forward
- Replacing the Value of an Input Cell with a New Calculation During Roll Forward
- Replacing The Value of an Input Cell with a New Value During Roll Forward
- Restoring The Original Value to an Input Cell
- Restoring The Original Value to an Input Cell During Roll Forward
- Selecting The Input Type of an Alphanumeric Cell
Working with Cells
17- Working with Cells
- About Cell Renumbering
- Clear All Value Change Flags Command
- Supported Excel Functions
- Copying a Cell from Excel
- Copying a Column of Cells
- Deleting a Cell
- Deleting a Column of Cells
- Hiding a Column of Cells
- Modifying a Single Cell
- Modifying Multiple Cells
- Moving or Copying a Cell
- Removing a Single Cell's Change Flag
- Removing All Cell's Change Flags
- Renumbering a Cell
- Renumbering Multiple Cells
- Working with Cells
- Block Renumber Dialog
- Cell Value Flags
- Calculation Explorer
- Calculation Reference Dialog
- Cell Command
- Cell Options command - Format menu
- Using The Cell Picker Dialog
- Cell Renumber Dialog
- Cell Types
- Cell Validation
- Clipboard Cell Conflict Dialog
- Copy command - Edit menu
- Copy Formatting command
- Creating a Response and Assigning an Action for Invalid Input
- Creating A Validation Rule
- Cut command - Edit menu
- Enter Cell Number dialog
- Modify Group Tab Dialog
- Recalculate Error Dialog
- Recalculation and Rounding Error Bubble
- Remove Cell Override Command
- Renumber Cell command - Edit menu
- Renumber Sum Group Dialog
- Set Cell Group Dialog
- Set Sum Group Dialog
- Copying Text and Cells Between Documents
- Moving or Copying Text and Cells in the Same Document
- Databases
- CaseView database
- Create a browse
- Create a system database
- Define form cell data groups, forms and IDs
Auto Copy Text
8Styles
33- Styles
- About Cascading Styles
- About Style Modification
- About Style Sheets
- Apply Style Dialog
- Apply Styles Dialog
- Delete Style Dialog
- Font command - Format menu
- Font Tab - Format Style Dialog
- Format Style Dialog
- General Tab - Format Style Dialog
- Load or Merge Style Sheet Dialog
- New Style Dialog
- Paragraph Borders and Shading Tab - Format Style Dialog
- Paragraph Format Tab - Format Style Dialog
- Paragraph Logic Tab - Format Style Dialog
- Rename Style Dialog
- Reset Style Properties Dialog
- Save Style Sheet Dialog
- Style Organizer Dialog
- Style Sheet command - Format menu
- Tabs Tab - Format Style Dialog
- Adding a Style to a Document
- Changing the Format of a Style by Using the Style Sheet Command
- Configuring a Style Using an Example Paragraph
- Creating a New Style
- Creating a Paragraph Style from Example Text
- Creating a Style Using the Style Sheet Command
- Deleting a Style
- Managing Styles
- Renaming a Style
- Saving a Style Sheet
- Using Styles and Style Sheets
Working with Tab Markers
16- Working with Tab Markers
- Edit Tab Dialog
- Horizontal Ruler
- Preferences Command
- Tab alignment button
- Tabs command - Format menu
- Adjusting the Spacing Between Default Tab Markers
- Aligning Text or Cells Using Tabs
- Changing the Alignment of Tab Markers
- Moving a Column Associated with a Tab Marker
- Moving a Tab Marker
- Removing a Tab Marker
- Setting a Tab Marker
- Showing or Hiding Tab Characters
- Using Tabs to Format a Paragraph
- Viewing Paragraph Marks
Working with Group Tab Markers
14- Working with Group Tab Markers
- Edit Tab Group Dialog
- Assigning a Group Tab Marker
- Assigning a Group Tab to a Regular Tab Marker
- Assigning Multiple Group Tab Markers
- Changing The Alignment of a Group Tab Marker
- Changing The Position of a Group Tab Marker
- Creating a Display Only Group Tab Marker
- Creating a Group Tab Marker
- Creating a Group Tab That Automatically Hides The Prior Year Column
- Moving a Group Tab Marker
- Removing a Group Tab Marker
- Renaming a Group Tab Marker
- Setting a Group Tab to Display Only
- Add a watermark
- Add lines, borders and shading
- Add note numbers
- Add page numbers
- Add smart currency symbols
- Add smart underlines
- Create a freeze
- Create a table of contents
- Create charts and graphs
- Create lists
- Graph properties
- Image Manager
- Insert a document or object
- Insert a page break
- Insert a picture
- Insert note number references
- Insert page number references
- Paragraphs
Paragraph Formatting
27- Paragraph Formatting
- Adding Shading to Input Paragraphs
- Adjusting Line Spacing
- Adjusting Paragraph Alignment
- Adjusting Paragraph Height
- Adjusting Paragraph Spacing
- Adjusting the Paragraph Vertical Position
- Aligning Paragraph Text
- Aligning Text in Two Columns in the Same Vertical Position
- Applying Paragraph Borders and Shading
- Apply Paragraph Styles
- Copying Paragraph Formatting
- Indenting Paragraphs
- Keeping Individual Words or Cells Together
- Keeping More than One Paragraph Together on a Page
- Keeping the Lines of a Paragraph Together
- Positioning a Line at a Precise Vertical Position
- Removing Paragraph Borders and Shading
- Specifying a Style for the Following Paragraph
- Align tab - Paragraph dialog
- Borders & Shading tab - Paragraph dialog
- Hyphenation Tab
- Library Tab - Paragraph Dialog
- Paragraph command - Format menu
- Paragraph tab - Paragraph dialog
- Tag tab - Paragraph dialog
- TOC Marker Tab - Paragraph Dialog
- About Paragraphs
- Creating an Input Paragraph
- Creating Hidden Paragraphs
- Deleting a Paragraph
- Deleting Text
- Entering text
- Selecting a Paragraph
- Skipping a Paragraph
- Specifying the First Paragraph on a Page
- Starting a New Paragraph
- Sections
- About Nested Sections
- About Section Formatting
- About Sections
- Ambiguous Section Dialog
- Manual Section Sort Dialog
- Name Conflict With Section Sort Groups Dialog
- Section Copy Data Dialog
- Section Resize Dialog
- Sections Dialog
- Specify Section Dialog
- Assigning Labels to Sections
- Building and Assigning a Section Header
- Creating a Box
- Creating a Shaded Area
- Creating a Vertical Line
- Deleting a Section Label
- Keeping the Lines of a Section Together
- Locate a Labelled Section
- Modifying Section Formatting
- Navigating to a Labelled Section Using Events
- Removing Boxes or Shaded Areas
- Removing Section Formatting
- Resizing a Section
- Skipping a Section
- Boxes tab - Section dialog
- Carry Forward Totals tab - Section dialog
- Knowledge Library Link tab (from KLI) - Section dialog
- Knowledge Library Link tab - Section dialog
- Label tab - Section dialog
- Permissions tab - Section dialog
- Section command - Format menu
- Section Copy Tab - Section Dialog
- Section tab - Section dialog
- Sorting tab - Section dialog
- Tables
Removal
4Completion
21- Export and print
- About skip and hide conditions
- Customize the page layout
- Export documents
- Export financial statement notes
- Print documents
- Print in two columns
- Print on both sides
- Revision
- Annotate documents
- Compare documents
- Create custom diagnostics
- Document integrity error index
- Manage document issues
- Perform a document integrity check
- Spelling and dictionaries
- Sort
- Sort cells
- Sort paragraphs
- Sort sections
- Sort tables