Creating New Documents

Procedure

1. From the Document menu, select New.
2. The New Document dialog appears, select from the following options:

• Automatic Document - are documents that are automatically generated by Working Papers. They include leadsheets, working papers, programs and checklists, etc.
• CaseView Documents - are documents that can be edited using CaseView application
• Document Links - are documents that are created by another program. A chart created in Excel is an example of a document link. Double-click this document icon to launch the application from which the document was created.
• Manual Document Reference - are documents that are prepared manually without the use of Working Papers. You can list the manual document on the Document Manager for organizational purposes. However, because the document is manual, it cannot be printed or viewed from the Document Manager.
• Word Document- are documents that can be edited using Microsoft Word. Once created, the file can be accessed by double-clicking its icon on the Document Manager. Modify files created this way only by opening them from the Document Manager instead of opening them outside the client. Opening the client file externally and editing it may cause changes not to be saved in the client file.
• Excel workbook - are documents that can be edited using Microsoft Excel. . Once created, the file can be accessed by double-clicking its icon on the Document Manager. Modify files created this way only by opening them from the Document Manager instead of opening them outside the client. Opening the client file externally and editing it may cause changes not to be saved in the client file.

3. Click OK.

Result

The document is created and placed on the Document Manager.