--- title: How to Use CaseWare's Document Manager to Diagnose Problems description: CaseWare Working Papers' allows the addition of Document Manager columns which will save time & increase the effectiveness of your year/quarter/month end. image: https://blog.fhblackinc.com/hubfs/Blog%20Images/diagnose_image.jpg --- # How to Use CaseWare's Document Manager to Diagnose Problems Posted by James Goligher Topic(s): [Tips and Tricks](https://blog.fhblackinc.com/topic/tips-and-tricks) Read Time: minute(s) - [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.fhblackinc.com/diagnose-problems-in-caseware-document-manager) - [**](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.fhblackinc.com/diagnose-problems-in-caseware-document-manager&title=&summary=&source=) - [**](https://twitter.com/home?status=) - [**](https://www.instagram.com/fhb_inc) - [**](mailto:?&subject=https://blog.fhblackinc.com/diagnose-problems-in-caseware-document-manager&body=https://blog.fhblackinc.com/diagnose-problems-in-caseware-document-manager) ** CaseWare Working Papers has thousands of options, features, and functions. So, you’ll be forgiven if you overlook some of the program's capabilities. In our [Tips & Tricks](https://blog.fhblackinc.com/topic/tips-and-tricks) blog series we highlight quick changes you can make, or steps you can follow, to save time and optimize your use of Working Papers.  ## Getting the most out of the Document Manager By default, CaseWare’s Document Manager only displays 2 of the available 20 columns. You can show these columns in any combination and sort their order, allowing you to customize your view to complete tasks more efficiently.  ### How to modify the Document Manager To set which columns are visible (Active) and in what order, access the "Reorder Columns" option on the "View" ribbon. Move columns from "Hidden Columns" to "Active Columns" to make them visible. Highlight an active column (like "Roll Forward as Placeholder" is in the screenshot below) and use the up and down arrows to the left to change the ordering of the columns. ![Document Manager Reorder Columns Dialog](https://blog.fhblackinc.com/hs-fs/hubfs/SS%20Doc%20Manager%20Reorder%20Dialog1.png?width=717&name=SS%20Doc%20Manager%20Reorder%20Dialog1.png "Document Manager Reorder Columns Dialog") ### When to modify the Document Manager Often knowing how to use a feature isn't enough. Sometimes getting some examples of when to use it is even more valuable. Here are a few examples of when you might want to customize columns in the document manager to find problems in your file: 1. *You want to find documents that have not been signed-off:* ![COmpleted columns added to the Document Manager](https://blog.fhblackinc.com/hs-fs/hubfs/SS%20Doc%20Manager%20Sign-Off1.png?width=832&name=SS%20Doc%20Manager%20Sign-Off1.png "COmpleted columns added to the Document Manager")  Make the "Completed by" & "Reviewed by" columns active. Note - columns can be renamed by the user, so these columns might have different names in your file. 2. *You want to find any documents with outstanding issues:* ![Document Manager with Issues columns turned on](https://blog.fhblackinc.com/hs-fs/hubfs/SS%20Doc%20Manager%20Issues%20Status1.png?width=832&name=SS%20Doc%20Manager%20Issues%20Status1.png "Document Manager with Issues columns turned on")  Make the "All Outstanding Issues" & "Uncleared Issues" columns active. 3. *You need to see if any documents have been incorrectly configured for Roll Forward, Clean Up, or Lock Down:* ![Document Manager with year end close columns enabled](https://blog.fhblackinc.com/hs-fs/hubfs/SS%20Doc%20Manager%20YEC%20Icons2.png?width=788&name=SS%20Doc%20Manager%20YEC%20Icons2.png "Document Manager with year end close columns enabled")  Make the "Roll Forward", "Clean Up" and "Lock Down" columns active. 4. You want to ensure that all PDFs are set to use CaseWare's internal image viewer so you can annotate them: ![Document Manager with Viewer column active](https://blog.fhblackinc.com/hs-fs/hubfs/SS%20Doc%20Manager%20Viewer.png?width=832&name=SS%20Doc%20Manager%20Viewer.png "Document Manager with Viewer column active") Make the "Viewer" column active.  5. You need to quickly review and change the tags assigned to your documents: ![Tag column active on the Document Manager ](https://blog.fhblackinc.com/hs-fs/hubfs/SS%20Doc%20Manager%20Tags.png?width=832&name=SS%20Doc%20Manager%20Tags.png "Tag column active on the Document Manager ") Make the "Tags" column active New CaseWare enhancements are always being released. Keep informed, [subscribe to our blog.  ](https://info.fhblackinc.com/sign-up-for-in-black-white-blog) * © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.* For more on this topic(s), see: [Tips and Tricks](https://blog.fhblackinc.com/topic/tips-and-tricks) Originally Posted on 13 March, 2017 [![Automate your financial reporting](https://no-cache.hubspot.com/cta/default/655977/3f9a7837-deca-4399-a8ab-994d60a9b31f.png)](https://cta-redirect.hubspot.com/cta/redirect/655977/3f9a7837-deca-4399-a8ab-994d60a9b31f) --- ### Recent Posts #### [By Jamie Black How Joint CIO–CFO Leadership Transforms Government Reporting](https://blog.fhblackinc.com/how-joint-cio-cfo-leadership-transforms-government-reporting) [![read more](https://blog.fhblackinc.com/hubfs/raw_assets/public/Custom/page/Sodium_IMG/arrow-recent-blog-post.png "read more")](https://blog.fhblackinc.com/how-joint-cio-cfo-leadership-transforms-government-reporting) #### [By Rachel Raymond City of Vernon](https://blog.fhblackinc.com/city-of-vernon) [![read more](https://blog.fhblackinc.com/hubfs/raw_assets/public/Custom/page/Sodium_IMG/arrow-recent-blog-post.png "read more")](https://blog.fhblackinc.com/city-of-vernon) #### [By Rachel Raymond City of Dubuque](https://blog.fhblackinc.com/dubuque_bb) [![read more](https://blog.fhblackinc.com/hubfs/raw_assets/public/Custom/page/Sodium_IMG/arrow-recent-blog-post.png "read more")](https://blog.fhblackinc.com/dubuque_bb) --- [![New Call-to-action](https://no-cache.hubspot.com/cta/default/655977/89ac0155-eece-440c-993d-847f72bafda3.png)](https://cta-redirect.hubspot.com/cta/redirect/655977/89ac0155-eece-440c-993d-847f72bafda3) Subscribe to our blog below ### Get in Touch  **F. 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