Word documents overview

Case Manager works well with MS Word and such documents can use both templates and merge fields. This enables the fast creation of complex, standardised, formatted documents containing information taken directly from the case.

These documents are not stored inside the Case Manager database; they are in a file sharing area so that other programs (e.g. Word or Excel) can potentially have access. We call them linked (or locked) files. Usually Case Manager hides most of the complexity from you and document management is automatic. See New document manager for details.

To preview Word documents within Case Manager, tick Show document preview at the Documents tab of the system options.

A preview of the document will be displayed at the bottom of the Documentation tab when the document is selected.

Create Word documents at the case's Documentation tab. The first steps in the process are the same regardless of the type of document you are creating:

  • Click the New Document icon

You are presented with a row of document types, each linked to one or more document templates

  • Select a document template from the list of Word templates.

Click Add Document to create and save the new Word document.

Depending on the template involved, your new document starts as anything from a blank file to a complex document already containing detailed case information. The document details will show its title, creation date and author.

The next steps involve opening the newly-created document and editing it in Word.

These steps differ depending on whether you are using the new document manager or the classic document manager:

Once you click Add Document the newly-created document is automatically opened for editing in Word. When you save and close the document it is automatically uploaded to Case Manager. See Using the new document manager for further details.

Note that there is an extra option at the bottom of the screen:

If you select this option, your document will not automatically be opened in Word. You can later double-click it in the documentation grid to edit it.

This video shows the simple steps involved.

Detailed instructions are also available.

Full details of other shared document creation features , such as the multiselect option, are at Add documents.

Instructions for creating templates are at Word templates. Templates can contain merge fields.

Note that there are some differences between how merge fields cooperate with different versions of Word and these are listed in the table below.

At the Documentation tab you can make a PDF copy of a Word document by selecting the document and clicking the PDF toolbar button.

This is useful when you want to send a document that will not be easily editable.

MS Word has changed during Case Manager's lifetime and as a result there are some small differences in how merge fields are added to templates.

Word 10 and later on Windows Can use Word add-in to quickly add merge fields
Earlier version of Word (or Windows XP) on Windows Cannot use Word add-in to add merge fields; instead use the direct techniques or see Installing the MS Word merge field macros
On Apple Macintosh computers, versions up to and including Word 2008 Can use the equivalent of Word add-in for merge fields to quickly add merge fields
On Apple Macintosh computers, versions after Word 2008 Incompatible with Word add-in for merge fields; use the direct techniques