To create a CaseView document

1. Click .
2. In the Number box, enter a unique document number.
3. In the Name box, enter a brief description of the document.
4. In the Identifier box, enter any unique identifier for the document (maximum: eight characters).
5. If applicable, click Roles to enter your initials.
6. Click Headings to add an extended document description that can be linked to alphanumeric cells in CaseView.