Creating and Deleting Documents and Folders
The default Document Manager should contain most, if not all, of the documents you require to complete the engagement file. For additional customization of the client file, it is possible to add or delete an unlimited number of documents or folders on the Document Manager.
To tailor the engagement file to the requirements of the client, you can delete unnecessary documents and folders. For example, you can remove the Inventory section for a service industry client. To delete documents and folders, simply select the items and right-click and select Delete. Should you find that you need to reinsert any of the documents from the template, you can right-click, select New, and select From Document Library.
Note: includes many advanced documents and features that you can use instead of the ISA Engagement forms that are also included. You may use these advanced documents and remove the redundant forms. For example, the FSA Financial Statement Areas Worksheet can replace document 424. Your firm author may have already removed the documents from the master template.
In addition to the advanced documents within template, you can add additional Working Papers documents and folders. To add a document or folder within the Document Manager, select the Document tab and select New.
This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.