• Checklists
  • Locking
  • Columns
  • Comparison dialog
  • Adding a checklist
  • Assigning Procedures
  • Copying Checklists
  • Creating New Checklists
  • Deleting procedures and sub procedures
  • Importing and Highlighting External Data
  • Locking user procedure customizations
  • Marking a procedure as sensitive
  • Reviewing Deleted Procedures
  • Completing Checklists
  • Procedures
  • Results and Sign Offs
  • References
  • Comparing or replacing a modified procedure
  • Completing a Procedure - Checklists
  • Deleting references from checklist procedures
  • Displaying assigned procedures
  • Editing and Signing off in the Conclusion Area
  • Inserting the mini-risk report
  • Showing or Hiding Guidance

Importing and Highlighting External Data

You can import external data from values that are saved in the CaseView database. In addition, you can highlight these cells to easily track values that are written to the database and retained on an update or year-end close.

Procedures

1. From the Options menu, select Import External Data.

2. Click Yes to Overwrite current external data and a browse window will appear.
3. Select an applicable Case Ware file (*.ac) to import.

Note: The versions of both current and target client files should be the same.

4. From the Options menu, select Highlight External Cells.

Results

External data has been imported and stored in the database. All externally linked cells will be highlighted in red.

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