• Working with Documents
  • About document management
  • To create a new CaseView document
  • To create a CaseView document from within CaseView
  • To open an existing CaseView document from the Document Manager
  • To access CaseView documents in a Lock Down client file
  • To use a template
  • To retrieve a backup copy of the document
  • To open an existing CaseView document from within CaseView
  • To save a CaseView document
  • To save a new document
  • To set documents to save automatically
  • To specify document version information
  • To build dynamic documents

About Document Management

This topic contains information related to creating, loading, and saving documents.

Related Topics

• Creating a New CaseView Document

• Creating a CaseView Document from within CaseView

• Planning for a New Document

• Opening an Existing CaseView Document From the Document Manager

• Accessing CaseView Documents in a Lock Down Client File

• Using a Template

• Retrieving a Backup Copy of the Document

• Opening an Existing CaseView Document From Within CaseView

• Saving a CaseView Document

• Saving a New Document

• Setting Documents to Save Automatically

• Specifying the Document Version Information