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FAQ

How do I add a note reference manually in design mode?

Published:  25/03/2021
How do I add a note reference manually in design mode?

  Answer:

Note:This is for sections within the financial statements whereby an automatic note reference does not appear but is needed. This requires access to design mode.

Steps to follow:

  1. Open CaseView/financial statements.
  2. Copy any unassigned note reference from a line item in design mode.
  3. Paste the note reference next to your chosen line item.
 
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  1. Then exit Design Mode.
  2. Ensure that you are able to right click and modify the note reference in the "enable editing" mode.

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