• 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

Showing or Hiding Guidance

The content author or your firm may add guidance to documents and procedures to assist you with completing documents. Document guidance is provided at the top of the document and provides overall guidance.

To show/hide document guidance:

1. From the Options menu, highlight Display Document Guidance.

2. A checkmark will appear beside the menu item when document guidance is on.

To show/hide all guidance in documents related to procedures and sub procedures:

1. In the toolbar, click the drop down to the right of , and select the desired state.

To show/hide procedure guidance associated with a specific procedure or sub procedure:

1. From the Document Manager, open the checklist you wish to edit.

2. Place your cursor on the procedure or sub procedure.

3. Right-click and select Procedure Guidance. You can also use the Procedures menu at the top of the checklist.

4. A checkmark beside the relevant area in the Procedures menu indicates that the guidance will display.

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