• Authoring Work Programs and Checklists
  • Financial Statement Assertions
  • Areas - Conclusions
  • Authoring Work Programs - Detailed Audit Response
  • Authoritative References
  • Authoring Work Programs - Creating Conditional Conclusions
  • Document Guidance
  • Adding Procedure Guidance
  • Editing Procedures
  • Locking
  • Lock User Procedure Customizations
  • Objectives
  • Tags
  • Work Programs - Author
  • Document Properties
  • Checklist Columns
  • Conditional Conclusions
  • Work Program Columns
  • Work Program Document Properties
  • Adding Authoritative References
  • Adding New Sub Procedures to Authored Procedures
  • Adding Procedures to a Grouping or Sub Grouping
  • Adding Tags to Procedures
  • Allocating procedures to groups
  • Authoring New Procedures
  • Creating New Checklists
  • Creating New Work Programs
  • Edit Procedure Actions
  • Edit Procedure Conditions
  • Modifying Existing Procedures
  • Filtering Procedures
  • Importing procedures from a work program or checklist
  • Inserting and deleting a custom Detailed Audit Response
  • Locking Author Mode
  • Locking user procedure customizations
  • Selecting Audit Responses to Make Available
  • Setting Procedure Availability

Tags

Some documents within the master template have been tagged with one or more document tags. When a user first creates a new client file based on the master template, you may allow the user to select an engagement profile that keeps only those documents tagged with the document tags assigned to the selected profile.

If you have created an engagement profile, you can tag documents within the Document Manager in the master template with any tag that has been assigned to the profile. This indicates that these documents are to be included in the client file if the engagement profile is selected.

You can also tag documents to meet firm standards or provide Document Manager filters. Tagging done at the master template level will not be seen in the end user client file.

For more information, refer to Tag Documents.

To add tags,

1. Right-click the document and select Tags.

   

2. Use the Tags dialog to assign tags.

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