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Accessing a document from the Document Manager

The Document Manager provides a quick and easy way to access all of the documents in your template or client file.

To access a document from the Document Manager:

  1. From the Navigation Toolbar in Working Papers, click Documents.

  2. Click to expand a folder and display its documents and sub-folders. Click to collapse the folder.

  3. To open a document, double-click the document.

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