Creating a Risk Report

Procedure

1. From the Document Manager, open the New Master Documents folder.
2. Right-click 520E - Risk Report document and select Copy.
3. Right-click the location in the Document Manager for the new flat form and select Paste.
4. Right-click the new document and select Properties.
5. Change the document Number and Name and click OK.

 

 

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