Defining the number of roles in the file
- On the File menu, click Company Profile and then click the Documents tab.
- In the Roles section, type or select the number of roles.
- If applicable, modify the description of the roles. This description appears on all automatic documents.
- Click OK.
Notes
- Time permits a maximum of four roles for access to and initialing of documents on the Document Manager. The number of roles you select corresponds to the number of initial boxes available in the document properties of every document on the Document Manager.
- Initials appear at the top or bottom right corner of all automatic documents.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
GLOBAL
Copyright ©2017 CaseWare International Inc
| Visit us: www.caseware.com
Follow us
