How to Use CaseWare's Document Manager to Diagnose Problems

Posted by James Goligher

Topic(s): Tips and Tricks

Read Time: minute(s)

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 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

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

     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

     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

     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

    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

Make the "Tags" column active

New CaseWare enhancements are always being released. Keep informed, subscribe to our blog.  

For more on this topic(s), see: Tips and Tricks

Originally Posted on 13 March, 2017

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