You are here: Firm Author Help > Configuring and Customizing Forms > Letters and Other Forms > Creating a New Flat Form
-- Firm Author Help --
-- How Do I? --

Creating a New Flat Form

Procedure

  1. From the Document Manager, open the New Master Documents folder.
  2. Right-click NF1- Blank Flat-form - Landscape or NF2- Blank flat-form- Portrait document and select Copy.
  3. Right-click the location in the Document Manager for the new flat form and select Paste.
  4. Right-click the new document and select Properties.
  5. Change the document Number and Name and click OK.

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