• Firm Author Help
  • General Options
  • Configuring and Customizing Forms
  • Form Settings
    • Document Prerequisites - Overview
    • Firm Information
    • Logos
    • Configure Document Prerequisites
    • Document Properties
    • Specifying document prerequisites and dependencies
    • Completing Firm Information
  • Firm Risks, Controls, and Risk Identification
  • Optimiser
  • Content Management
  • Repackage

Form Settings

Firm Information and Logo

The Firm Information document contains basic information about the firm (including a logo) that is established for the practice unit as a whole. This information automatically populates correspondence, including the engagement, representation, and management letters.

Document Prerequisites

Firms may want to prevent users from working on certain documents until other documents have been completed. For example, a firm may want to ensure that documents key to the planning phase are completed before documents from the performing phase are started.

Document Properties

Each document has various properties that the author can define.

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