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About Form Mode

There are two modes in CaseView; the Design Mode and the Form Mode. When a CaseView document is first opened, Form mode is automatically active. If the document has been designed correctly (in the Design Mode), the functions available in the Form Mode should be all that are necessary to complete any client specific information. To enable a clear explanation of the two functions, we will call the person using the Design Mode the Designer and the person using the Form Mode the User.

The preparation of the document occurs in the Design Mode. The Designer determines what parts of the document can be modified by the User in the Form Mode. If designed correctly, the User needs very limited knowledge of CaseView’s intricacies in order to complete the document.

There are several areas the Designer should consider when preparing the document for use in the Form Mode. As the Designer, it is possible to provide access to cell data and formatting in the Form Mode. Input cells allow Users in the Form Mode to "plug" figures into financial statements manually or to enter completion information into designed forms. Use cell groups to permit Users to determine the size and appearance of cells in the document and to control the positioning of columns of text or cells in the document.

Selected paragraphs may be modified by users in the Form Mode. Expanding input paragraphs allow the User to enter an unlimited amount of completion information into a form or even the financial statement notes. Paragraphs can be rearranged in virtually any order using sorting parameters set up in the Design Mode.

All areas requiring input by the User are color coded for ease of identification. In addition, multiple facets of a CaseView document can be designed for completion at the click of a button.

In the Form Mode, enter data into input cells or paragraphs and print the document. The Form Mode is designed specifically for Users of the software who are providing completion information to a document.

The following functions can be performed in the Form Mode. Some of these functions are only available if the Designer has given access to them.

Function	Purpose	Menu Command
Changing color settings	Change colors indicating skipped text, input cells, or input paragraphs.	View, Preference
Viewing skipped text	View lines in the document that are set to skip when printed - if permitted by the Designer.	View, Skipped text
Entering text, account descriptions, and balances	Enter completion information into input cells or paragraphs. Input paragraphs and cells are only created in the Design Mode.	Position the cursor in the input cell or paragraph and begin typing
Removing input from a single cell	Return the calculated value to a cell.	Edit, Cell Value Flags, Remove Cell Override
Removing input from all cells in the document	Return the calculated value to a cell.	Edit, Cell Value Flags, Remove All Cell Overrides
Removing input from all cells in the client file	Return the calculated value to a cell.	Edit, Cell Value Flags, Remove All Cell Overrides for the client
Removing changes flag	Remove the red underline from cells with changed values.	Edit, Cell Value Flags, Remove all Value Changed Flags
Removing changes flag in client	Remove the red underline from cells with changed values for the entire client file.	Edit, Cell Value Flags, Remove all Value Changed Flags for client
Modifying User defined information	Edit user defined data, if permitted by the Designer.	Tools, User Defined data
Cutting, copying, and pasting	Move or copy input text or cells to another input paragraph.	Edit, Cut, Copy, or Paste
Finding	Search and locate input text or cells.	Edit, Find
Jumping	Quickly access areas in the document using paragraph tags established in the Design Mode.	Edit, Goto bookmark
Editing cell properties	User can edit attributes of cells assigned to cell groups if so designated in the Design Mode.	Tools, Cell Group
Moving columns	Move columns of text or cells using the group tab or column border markers on the horizontal ruler.	View, Show, Ruler
Making columns display only	Hide cells assigned to cell groups if specified in the Design Mode.	Tools, Cell Group
Sorting	Sort text and cells alphabetically or by currency as per parameters set by the Designer.	Tools, Sort
Checking spelling	Check all input paragraphs and input cells in the Form Mode.	Tools, Spelling
Recalculating	Recalculate all calculations in the document.	Tools, Recalculate
Rounding	Enable or disable rounding as per specification in the Design Mode. Rounding parameters cannot be changed.	Tools, Rounding
Rounding Relations	Enable or disable rounding relations as per specification in the Design Mode. Rounding relations cannot be changed.	Tools, Rounding Relations
Running diagnostics	Check the document for errors and inconsistencies using criteria established by the Designer.	Tools, Diagnostics List
Saving	Save changes to the document.	File, Save
Exporting	Transfer portions of the document to another application.	File, Export
Printing and print previewing	Print or print preview the document as required.	File, Print or Print Preview
Locking access to the Form Mode	Restrict access to the Form Mode once completion information is entered.	Tools, Lock Form Mode

Notes

The Style window shows an overview of areas where permissions have been given to the user. A red line in the style window indicates an input cell or paragraph. A thicker blue line indicates that at least partial permissions have been given for the section and some operations are allowed in Form Mode with Enable Editing turned on (if applicable).