• Planning Documentation
  • Completing Letters
  • Letters
  • Reportable Items
  • Letter Properties
  • Completing individual letters
  • Creating a new letter
  • Firm Deliverables and Client Information
  • Firm Information
  • New Recommendation

Entering Firm Information

Procedure

1. On the Document Manager, under the CaseWare Audit System Documents folder, open the folder Control Documents.

2. Double-click Firm Information. The Firm Information document opens.

3. Fill in the appropriate fields. Press Enter to move to the next input boxes.

4. In the upper right hand corner, select the Check when completed check box.

5. Click to return to the Document Manager.

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