• Getting Ready for Next Year
  • Getting Ready for Next Year
  • Cleanup
  • Cleaning up your client file
  • Lockdown
  • Locking down the client file
  • Exporting documents as PDF files
  • Performing Year End Close
  • Client File Updates
  • Updating the client file
  • Install Audit Update
  • Document dialog
  • Groupings dialog
  • Procedures dialog
  • Settings dialog
  • Template Update dialog
  • Engagement Profiles
  • Selecting an engagement profile

Engagement Profiles

When updating your client file, you can select an engagement profile for the file. Each engagement profile represents a specific type of engagement, and includes a list of the documents that are used to complete the engagement.

Engagement profiles may also specify global settings for the client file.

To view the engagement profiles available for your client file, and to select the engagement profile to use, open the AO - General options document.

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