HELP GUIDE
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Quick Guides
Freeze Frame
 
The freeze frame is always available at the top of the screen within the Jazzit financial statements.
 
  Freeze Frame
 
1
Financial statement summary
1. Financial statement summary
Double-click on the client name to view a summary of the financial statements such as Entity Structure, Engagement Type, etc.
 
2
Select page
2. Select page
Select which page to jump to within the Jazzit financial statements. Double-click on the cell to jump to the Home Menu.
3
Open document
3. Open document
Opens any other document within the Document Manager from here.
4
Statement format in use
4. Statement format in use
Indicates which statement format is currently used in the Jazzit financial statements.
5
Show all/printed lines
5. Show all/printed lines
Select to show all lines or just printing lines. Some functionality is limited when the printing lines option is selected.
 
6
Update status
6. Update status
This indicates that there are updates available in the financial statements. Click on the Admin tab to view available updates.
7
Clear flags
7. Clear flags
Clears all flagged changes. Refer to Changed Value Flag for more information on flags.
8
Save & Exit
8. Save & Exit
Click to save and exit the financial statements. This will not close CaseView, only the current document.
9
Show Home Menu in freeze
9. Show Home Menu in freeze
Click on this button to toggle the Home Menu on the freeze pane. The Home Menu will be visible at all times when working in the Jazzit financial statements. Note that the button in the Home Menu is replaced by the  button in the Home Menu freeze pane. This button will give you access to the Jazzit's global online help documentation.
 
10
Help
10. Help
Click to access the contextually sensitive online help guide.
11
Jazzit Resources
11. Jazzit Resources
A list of quick links to available Jazzit Resources, specifically quick access to GoToAssist Remote Assistance.