Within Checkpoint EDGE there are many navigational buttons to various functions as well as to related content.
The document tools are located at the top of the Document screen. You can pass your mouse pointer over each icon to see a callout of its function. Not all of the tool options appear on every document. The tools on the Document screen vary according to the type of search you performed and the sources you selected.
Below is a key to the icons.
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Document Navigation Tools (Located at the top of the Document Screen) |
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Icon |
Description |
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Click to print the contents of the document. |
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Click to export the contents of the document in HTML, MS Word, PDF, or RFT format. |
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Click to e-mail the document to one or more recipients. |
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Click to save the document to a folder. If you click the down arrow next to the icon, you can choose either Save or Save As. If you click Save, the document is saved to the current folder on the Folders screen. If you click Save As, the Save Document window opens, where you can select another folder or create a new folder. |
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Click to open the document in a new window. |
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Click to access a drop-down list that lets you copy, email, print, highlight selected text, and add a note. You must select text in the document before this icon is enabled. |
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Click to show permalinks within the document. |
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Click to display the document in full-screen mode. Click the icon again to return it to regular mode. |
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Click to open the Document Display Options pop-up window, where you can change screen and print options. Screen options include font, font size, show notes, show highlights, show navigation by, and change text width. Print options include font, font size, show notes, show highlights, show keyword hits and show compass icon. |
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Click to flag a document. The document is added to the Flagged Documents screen, accessed from the top toolbar. |
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Click to unflag a document. The document is deleted from the Flagged Documents screen, accessed from the top toolbar. |
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Click to add a note to the document. |
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Click to open a search field to enter and search for keywords throughout the document. Use the arrows to skip to the next instance of the keyword. |
Tools to identify and locate related documents are located across the top of the Document screen just below the document navigation tools. You can pass you mouse over each icon to see a callout of its link to a related resource. These links do not appear in all documents. A list of the most frequently consulted resources is provided below.
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Icon |
Related Resource(s) |
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View related documents for Explanations |
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View related documents for Annotations |
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View related documents for Federal Tax Coordinator |
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View related documents for Internal Revenue Code |
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View related documents for Regulations |
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View related documents for Prior Regulations |
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View related documents for Committee Reports |
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View related documents for History |
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View related documents for Advanced Annotations |
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View related documents for New Law Analysis |
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View related Catalyst Documents |
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View related WG&L Treatises |
Located on the right side of the Document screen, the Context Panel identifies features that enable you to explore content within a document. Not all features appear for every document. The feature tabs that are displayed depend on whether the document is part of a search result or is opened by browsing the Table of Contents. To open a feature, click the tab. To close the feature, click the tab's associated icon (bullets, magnifying glass, wrench). Below is a selective list of features to use when exploring content within a document.
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Icon |
Description |
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Displays the location of the document within the Table of Contents. Each entry in the contents list is a link to the levels and sub-levels where the document is located. The outline links are jump links into the document. Document links outside of the outline are displayed in a preview window.
You may see “# Hidden Documents” on the Contents tab. The tab lists the currently displayed document and its neighboring documents as they appear in the Table of Contents hierarchy. For example, if the document opened is the 11th document in the list, the Contents tab displays “10 Hidden Documents” so that the document being viewed appears at the top of the list and you won’t have to scroll through the first ten to find it. To access the ten “hidden” documents that come before the opened document, just click the Hidden Documents link. |
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Displays the topic and subtopics related to the viewed document. |
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Appears only in documents with top line and/or side line links. Click this tab to display a list of associated documents for each top line and side line link type. Select a link type from the drop-down menu and select the document from the list to view the document text. |
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Appears for both topics and subtopics.
Lists all tools available in the displayed document. If there are not tools associated with the viewed topic, this tab will not be displayed. Tools are categorized by the type of tool and are displayed in the order they appear in the document. An icon is displayed next to the tool title to show which type of tool it is. When you select a tool, the document scrolls to the location of the tool. |
