In certain engagements, customized checklists may be necessary.
To create a new checklist in an engagement file:
Return to the Document Manager.
Click the on the toolbar.
Complete the Document Properties for the new checklist and click OK.
Customize the new checklist and then save it. It will be assigned a document identifier and a position on the document manager automatically.
If you cut and paste content from another document the formatting will be corrected when you Save the document.
You can also right-click on NWPG New Checklist in the New Master Documents folder and copy/paste the file to create a new checklist.
For additional help, see the Audit QuickVid – Creating New Work Programs and Checklists.
This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.