-- How Do I? --

Accessing a document from the Document Manager

Note: This feature is not available in all products.

The Document Manager provides a quick and easy way to access all of the documents in your template or client file.

  1. From the Navigation Toolbar in Working Papers, click Documents.

  2. Click to expand a folder and display its documents and sub-folders. Click to collapse the folder.

  3. To open a document, double-click the document.

This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.