• Risk Identification
  • Annotations
  • Audit Documentation and Identified Misstatements
  • Detailed Audit Response Instructions
  • Linking Procedures to Risk
  • Mini Risk Report
  • Risk Identification - Overview
  • Risk Reports - Overview
  • Understanding the Entity
  • Risk Dialog
  • Document menu
  • Adding an Identified Risk
  • Attaching a document reference to a business cycle
  • Copying Risks from within the File
  • Copying Risks from Another Client File
  • Creating Additional Risk Reports
  • Deleting risk in a risk report
  • Modifying Risk in a Risk Report
  • Gathering Information About the Entity
  • Importing Risks

Attaching a document reference to a business cycle

To attach a document reference to a business cycle:

1. Open the Financial statement areas worksheet document.

2. To open the Cycles area, click .

3. From the drop-down menu, select the cycle to attach the document to.

4. Click and select/deselect the relevant control matrix and walk-through documents.

5. Click OK.

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