Manual

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Table of Contents

Welcome 2

News 4

Navigate 6

Print 8

Save 10

Search 12

My Briefcase 16

Search Syntax 19

Knotia Help Desk

Mon-Fri, 9am-5pm ET

1-866-256-6842

[email protected]

K N O T I A Q U I C K R E F E R E N C E G U I D E

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Welcome

Your Knotia home page displays all your titles so you can quickly access them.

Fine-tune which titles appear on your home page (and on the tab) by clicking on the pencil icon under My Subscriptions on your home page (or on the My Subscriptions tab).

You can always display all of your titles or edit your selections later.

Comprehensive Canadian accounting and tax coverage and state-of-the-art search technology combine to meet the rigorous demands of today’s accounting, financial, legal, and tax professionals.

Find the information you need quickly and easily.

You will receive notification of your tem-porary password in an email. You will be prompted to change your temporary pass-word the first time you log in.

Go to knotia.caEnter your email address and temporary passwordEnter the temporary password as promptedEnter a new passwordConfirm your new password

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Log in to Knotia Your Home Page

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My Subscriptions

Quick access to all of your titles from any page on the site.

My Briefcase

Stores saved documents and searches, as well as Session Tracker reports and research history.

StoreLearn more about and pur-chase more than �00 CICA print and electronic titles.Pay a CICA invoice using your credit card.Sign up for a 14-day free trial for up to three titles.Request a complimentary online or in-house demon-stration.

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Site Options

Print Print an entire document, a series of documents, selected text, or tagged records in one or more documents. The Print function reformats documents into printer-friendly versions and also has a Preview option.

Help ? Access FAQs, Help Desk contacts, a PDF version of this user guide, and search syntax examples.

My Profile Change your contact informa-tion, password, and prefer-ences.

Logout Formally log out of the site.

Session Tracker

Tracks the time you spend performing research and saves all searches performed and documents accessed during each session.

WELCOME NEWS NAVIGATE PRINT SAVE SEARCH MY BRIEFCASE


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Knotia NewsWhen you subscribe to Knotia News, updates are emailed to your desktop, bringing you the critical information you need, when you need it.

Knotia News is also searchable by date and category and is stored in a 90-day archive.

Here’s how you access Knotia News…

Click the My Subscriptions tab and scroll down the list to select the title you wish to access.

A complete listing of the most recent news for the title you have selected is displayed.

Click the arrows to go to the previous or next day’s news.Click the blue title link of the document you wish to access.

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From the left navigation pane, there are other ways you can access your News titles…

Click a date to view a complete listing of that day’s news.

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Access Knotia News Choose a News Date

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Check out the Most Emailed Documents link to see the most frequently emailed docu-ments in the last 14 days.

You can send a link to any document (not just News)—along with your personalized message—to up to three email addresses (recipients do not have to be Knotia sub-scribers to access the document).

From within any document, click on the Email icon (on the document dashboard) and fill in the Email this Document form.Check the Send me a copy box to “cc” yourself on the email.Click Send.

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Go to the News Archive to view the last 90 days of news.

Click any category or subcategory to filter your view to a specific document type.Click the blue ALL link at the top of the page to view all news documents for the past 90 days.

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View the News Archive Email a Document



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Navigate

Knotia creates a table of contents to help you access specific subheadings within a title.

Click the + or – symbol next to a table of contents entry to expand or collapse it.Click a table of contents entry to go directly to the document.

Links on the document dashboard allow you to change the table of contents view as fol-lows:

Default TOC—Displays default expansion of table of contents entries.Collapse All—Displays only top-level table entries.Default +1 (or +2)—Displays default table of contents expanded by one level (or two levels).

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Knotia is a complete reference library.

Everything you need is at your fingertips—in one place with a common interface and functionality.

Here’s how you can easily retrieve documents from any title…

Click the My Subscriptions tab to view your Knotia titles.Scroll down the list to select the title you wish to access.

Related Subscriptions Related subscriptions are displayed at the bottom of the left navigation pane.

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Table of ContentsMy Subscriptions

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The document dashboard allows you to perform the following functions:

Save: Save a document to Rich Text Format (RTF), which you can view and edit in Microsoft Word.Save to Briefcase: Add a document to an existing or new folder in your brief-case.

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Document Dashboard

Email: Email a link to the displayed document to up to three clients or col-leagues.Tagging: Select and print portions of one or more documents. Français: Display the document in French (where available).Document: View the previous or next document in the table of contents.

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Right Navigation Pane

Quickly view related documents without having

to leave the one you are in…

The top right navigation pane displays the

“path” to the displayed document, providing its

location within the table of contents.

Click any entry to go to that point in the

table of contents.

The bottom right navigation pane displays

the title’s table of contents and highlights

the document you are viewing.

Click any entry to go to that document (or

section within the document).

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PrintPrinting has never been easier…

Knotia reformats documents into printer-friendly versions—including footnotes.

Select an entire document, a series of documents, selected text, or tagged records in one or more documents, and click the Print icon.

A Preview option lets you see your print job before you print.

Click Print when in any document to print that particular document.

To print multiple documents—from the table of contents or from a search results list:

Click to check the box in front of the entries you wish to print.Click Print.

Uncheck What’s New Don’t forget to deselect the What’s New entry in the table of contents when printing multiple documents. (What’s New is automatically selected whenever you check a table of contents entry as the site assumes you are performing a search.)

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Print Document(s)

The Print dialogue appears with the follow-ing choices:

Print This DocumentPrint Selected TextPrint Checked BoxesPrint Tagged Paragraphs

It also allows you to Preview your print job.

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Preview Print Job

Pop-ups Tip If your Internet browser’s pop-up blocker is turned on, the Print function will not work properly. To disable your pop-up blocker:

Right-click on the yellow information bar.

Select Always Allow Pop-ups from This Site.

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You may also tag records in one or more documents to print.

Click Enable Tagging. Click on any paragraph in one or more documents.A vertical red line will appear next to each tagged record.Click Print.

Click Disable Tagging to turn off tagging and to clear your tags once your print job is complete.

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Select text from a document to print.

Click Print.>

Click Preview to see your print job before printing.

You will see the printer-friendly version of your document(s) or text selection(s), along with the table of contents entries associated with your print job, as well as all footnotes.

Click Close.Click Print.

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Print Selected Text Print Tagged Records Preview Print Job



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SaveDuring a research session, you can save documents and selected text to your hard drive.

You can also save documents and search paths to My Briefcase folders you create and name—for retrieval

during a future research session.

Save a document to Rich Text Format (RTF), which you can view and edit in Microsoft Word.

From any document:

Click Save on the document dash-board.Follow the prompts to open or save the document to a location of your choosing.The document will retain most of its for-matting, including footnotes.

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To save selected text to Microsoft Word (or another word processing application):

Select the text you wish to save.Select Copy (CTRL+C) from the Edit dropdown menu of your Internet brows-er’s toolbar.Open a new document in Microsoft Word.Select Paste (CTRL+V) from the Edit dropdown menu. The copied text will appear in your document. Save the document to your hard drive or to another location.

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Save Document to Hard Drive Save Selected Text

Save Attachments

To save an attachment (e.g., a form in PDF

format):

Right-click on the attachment link.

Select Save Target As.

You will be prompted to choose a

location to save the document.

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During a Knotia research session, you may wish to save a constructed search. After performing a search:

Click Save Search to Briefcase .You will be prompted to choose an exist-ing search name or create a new one.Click Save.

You can review and rerun your searches at any time. You can also rename or delete them.

To access your Saved Searches:

Click the My Briefcase tab.Choose Saved Searches List.

See page 1� for more information on Saved Searches.

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Click Save to Briefcase when in any doc-ument in Knotia to save it to your briefcase.

To save multiple documents to your brief-case—from the table of contents or from a search results list:

Click to check the box in front of the entries you wish to save.Click Save to Briefcase .

You will be prompted to choose an existing folder or create a new one.

Click Save.

See page 16 for more information on Saved Documents.

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Save Document(s) to My Briefcase Save Search to My Briefcase



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Search

Restrict your search to particular sections of the table of contents by checking the box in front of the table of contents entries you wish to search.

Click the Syntax link below the Search box on the left navigation pane for examples of standard Boolean logic and other search operators. See page 19 for search syntax chart.

Click the Assistance link below the Search box on the left navigation pane to call up the Advanced Search template with the Keyword Assistant wizard activated.

You can perform a search from any page in a title by entering your search term in the Search box on the left navigation pane and clicking .

The Search function has both simple and advanced features, which permit either broad-based or highly specialized searches.

Focus Your Search Assistance

What’s New Pre-selected The “What’s New” box in the table of contents is automatically checked to ensure your search includes recent documents.

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Search templates are available on the left navigation pane.

Advanced Search

Enter your search term in the Keyword(s) box—or turn on the Key-word Assistant wizard to help construct a search.

Search All My Subscriptions

Perform a search across a selection of titles.

FITAC Search Templates (Federal Income Tax Collection Plus and Platinum)

AnnotationsCaseRulings

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Go directly to a specific document by entering its reference number in the Fetch Specific Document box and clicking .

For section 55 of the Income Tax Act, enter ITA 55 and click .

Search Templates Fetch Specific Document

Examples

Click the Examples link below the Fetch box on the left navigation pane for syntax examples for that title.

Assistance

Click the Assistance link below the Fetch box on the left navigation pane to bring up the Fetch Template, which allows you to choose a document type and then prompts you with its correct syntax.



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Search (cont’d)

After you have performed a search, your results will appear as a Search Results List or Search Results Summary, depending on your Search Preferences.

Toggle between the Search Results List and Search Results Summary views using the tabs.

The Search Results Summary shows how your search hits are distributed throughout the table of contents.

Click + or – to expand or collapse the view of your search hits distribution.Click on an entry to display search results filtered to that section of the table of contents.

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The Search Results List displays all docu-ments containing your search term.

Scroll through page results by entering a Results page number, or click the Previ-ous or Next links.Click on a blue document link to view that document.Click to check the boxes in front of the documents you wish to search within, print, or save.

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Search Results List Search Results Summary

Search Results Preferences

The following choices appear in the right navi-

gation pane of the Search Results List view:

Default Search Results View: Search Results

List or Search Results Summary

Words Around First Hit: Off, Low, Medium,

or High

View Results (per page): 10, 50, 250

Sort Order: Table of Contents or Full-Text

Ranking

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Document Dashboard Functions…

Save Document(s) to Briefcase

Save selected documents to an existing brief-

case folder or to a new folder that you create

and name.

Save Search to Briefcase

Save your current search path to your briefcase.

Edit Search

Refine or add to your existing search param-

eters.

Search Within Results

Enter additional search parameters to further

focus your search.

Search Results Document


After you have clicked on a blue document link from your Search Results List, the above screen appears…

Note that your search term is highlighted in yellow. This “hit highlighting” allows you to quickly see where the search term appears in a document.

To scroll through your search hits:

Click the arrows surrounding the high-lighted text within the document ORClick Previous Hit or Next Hit on the document dashboard.

To go to a different search results document:

Enter its number in the Search Result box on the document dashboard.

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My Briefcase Keep track of your research by adding relevant material to My Briefcase.

Save documents and searches to briefcase folders you create and name for instant retrieval at a later time.

Access these features by clicking the My Briefcase tab and choosing from the following…

Saved DocumentsSaved SearchesSession Tracker

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My Folders

Any documents you have saved to My Briefcase (see page 10) are available in My Folders. There is no limit to the number of briefcase folders you can create or the number of documents you can store in any folder.

To review saved documents:

Click the folder name or the + sign next to it to view its documents.

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To organize documents saved in your brief-case folders, choose from one of the follow-ing options on the document dashboard:

Rename FolderMove/Copy Document(s)Delete Item(s)

Search Saved DocumentsTo search through documents you have saved to briefcase folders:

Enter your search term in the Search box on the left navigation pane.Click the check box in front of the folder(s) within which you wish to search.Click .

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Saved Documents

Note All My Briefcase documents are retained on the web site. To save a document to your hard drive, see Save Document to Hard Drive on page 10.

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Assign specific access rights to folders to enable you to share them with colleagues.

Read Only rights allow a user to view documents within a briefcase folder.Full Access rights allow a user to add, delete, or move documents within a briefcase folder, as well as set access privileges for specific individuals to that folder.

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To assign rights to a folder:

Click Manage Folder Access.Click the folder you wish to assign rights to.

All registered users will appear in a box under Folder Access Roles.

Click on the rights you wish to assign for each user.

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Any searches you have saved (see page 11) are available in the Saved Searches section of My Briefcase. To review saved searches:

Click Saved Searches List (under Saved Searches).

A list of all the searches you have saved will appear along with the search parameters for each search. To rerun a saved search against updated content:

Click on the search’s name.

You can also rename or delete a saved search by checking the box in front of a search’s name and clicking on the appropri-ate function on the document dashboard.

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Save Documents: Manage Folder Access Saved Searches


Default Access If you do not assign a specific right to a user, the default No Access will apply.


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My Briefcase (cont’d)

Click on the details link to view more spe-cific data from a session:

View searches performed—click to rerun a search.View documents accessed—click the document link under Fetch Specific Document.

Click the Manage Client List function (on the left navigation pane) and use the document dashboard links to create, rename, and delete clients from your Session Tracker list.

Note: Session Tracker data is stored for 12 months.

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All research time, searches performed, and documents accessed during a Session Tracker session are also stored in My Briefcase.

To create a Session Tracker report:

Click Create Report from the left naviga-tion pane.Check the box in front of the client(s) for whom you wish to create a report.Choose a date range.Click Generate Report.

The initial report will show you total time for each session and allows you to edit any comments.

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Session Tracker

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Operator or Scope Examples Searches For

AND damages AND windfall damages windfall damages + windfall

Documents that contain both the words damages and windfall (the words will not necessarily be near each other in the document).

OR LCT OR “Part I.�” Documents that contain either LCT or Part I.3.

NOT termination NOT employment termination ^employment

Documents that include the word termination but not the word employment.

PHRASE (actual syntax: quotation marks)

“permanent establishment” Documents containing the specific phrase permanent establishment.

MULTIPLE CHARACTER WILDCARD (actual syntax: an asterisk)

deduct* Documents containing the word deduct and any variation of the word, such as deducts, deducted, deduction, deductibility

PROXIMITY (actual syntax: near)

reimbursement NEAR taxable Documents containing the words reimbursement and taxable near each other (i.e., within 50 words of each other).

GROUPING (actual syntax: parentheses)

(LCT NEAR “deferred revenue”) OR (“Part I.�” NEAR “deferred revenue”)

Documents containing the words LCT or Part I.3 near the phrase deferred revenue.

Search Syntax

Supported browsers and operating systems: To best view this site, please use

the latest version of Microsoft Internet Explorer, Mozilla Firefox,

or Netscape Navigator. Other browsers may not offer all features. September 2007

Manual

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