You are here: Help Topics > User Topics > Planning > Copying Checklists
-- User Help --
-- How Do I? --

Copying Checklists

If the checklist you require does not exist in the current client file, or if you require another copy of the checklist, checklists, can be copied into your existing client file from the document library.

  1. From the Working Papers menu, select Document | New and select From Document Library... Click OK. Alternatively click on from the CaseWare toolbar.

  2. From the Source drop-down list at the top, select the desired source.

  3. Highlight the desired checklists and either click Add or drag and drop them onto the Document Manager.

Note: Copying a document from the Master Template Document Library does not override the engagement file’s loaded Profile.

For more information on the Document Library, see the Working Papers help topic Document Library.

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