You are here: Help Topics > Firm Author Topics > Letters and Other Forms > Creating a New Letter
-- Firm Author Help --
-- How Do I? --

Creating a new letter

  1. From the Document Manager, open the New Master Documents folder.
  2. Right-click the LETTER Sample Letter document and select Copy.

    Note: You can also copy an existing letter on the Document Manager to use as its base.

  3. Right-click the location in the Document Manager for the new letter and select Paste.
  4. Right-click the new document and select Properties.
  5. Change the document Number and Name and click OK.
  6. Open the new document and, from the top menu, go to View | Design Mode to create the content for the letter.


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