• Completing and Reporting
  • Creating and Configuring a New Management Letter
  • Displaying Reportable Items in the Management Letter
  • Management Letter Report - Filters
  • Management Letter Configure Options
  • Document Sign-Off Report
  • Generating a document sign-off report
  • Sign-Off Report - ASA Requirements
  • Uploading key engagement information to CaseWare Collaborate

Uploading key engagement information to CaseWare Collaborate

After completing the engagement, you can upload key engagement information to CaseWare Collaborate using SmartSync. Such key information includes materiality, material financial statement area balances, significant risks, key controls and reportable items.

To specify key engagement information to be uploaded:

1. In the Document Manager, locate the Template Toolbar.

   Note: For information on how to display the Template Toolbar if it is not visible, see Displaying the Template Toolbar.

2. In the Template Toolbar, click (Refresh Q).
3. A confirmation dialog appears, asking you whether you want to publish the current engagement details. Click Yes.
4. A dialog appears that indicates that engagement details have been successfully published. Click OK.

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