• Letters
  • Entering information about the firm
  • Defining Firm Deliverables and Client Information
  • Materiality
  • Letters
  • Letter Properties
  • Completing Letters
  • Completing individual letters
  • Creating a new letter
  • Reportable Items
  • New Reportable Item
  • Adding a reportable item
  • New Recommendation

Completing individual letters

To complete individual letters:

1. Enter information in any input fields of the letter. Note that information is also automatically transferred to the letters from both the firm information document and the engagement properties of the client.   

2. Use the check boxes to display any optional content (if any).

3. Make required modifications to the text. Take care when deleting any cells in a document.

4. For changes to the styles, refer to the CaseView help topic About Styles.

5. Click to return to the Document Manager.

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