Document Properties

Name

The letter name, which appears at the top of the letter. It can also be changed in the Headings Extended Description for CaseView in the Document Properties dialog in the Working Papers Document Manager.

To insert a line break to create multiple lines, use Shift-Enter.

Structure Version

This field is used for version tracking for updates.

Description 1, 2, 3

In the Form Identification (Footer) section, you can specify the footer that will appear on this document. The information entered in the three description fields is joined together to make a single footer. If information exists in the fields, it has been specified in the AO - General Options document for the firm. This footer can still be modified for the current document, replacing the footer specified in the general options.

Supported Industries

Select the industries specific to the letter when creating and showing industry-specific content. For any additional industries selected, all available required industry-specific procedures will be added to your current document.

For any industries removed, any industry-specific procedures associated with the removed industry will be deleted from your current letter. Note that the contents will be available in the content library when the industry is re-selected.

Click Select All to select all industries, and Unselect All to unselect all industries. These may be useful for authors who would like all supported industries available when creating industry-specific procedures.

Document uses only industry-specific procedures

Select this option if the letter will only include procedures related to the selected industries. Any procedures not associated with any industry or associated with industries that are not selected will be removed from the letter. Authors can use this tool to create industry-specific letters. When the letter is opened, the icon appears to the left of the document number.