• Checklists
  • Locking
  • Columns
  • Comparison dialog
  • Adding a checklist
  • Assigning Procedures
  • Copying Checklists
  • Creating New Checklists
  • Deleting procedures and sub procedures
  • Importing and Highlighting External Data
  • Locking user procedure customizations
  • Marking a procedure as sensitive
  • Reviewing Deleted Procedures
  • Completing Checklists
  • Procedures
  • Results and Sign Offs
  • References
  • Comparing or replacing a modified procedure
  • Completing a Procedure - Checklists
  • Deleting references from checklist procedures
  • Displaying assigned procedures
  • Editing and Signing off in the Conclusion Area
  • Inserting the mini-risk report
  • Showing or Hiding Guidance

Copying Checklists

If the checklist you require does not exist in the current client file, or if you require another copy of the checklist, you can copy it into your existing client file from a document library.

To copy checklists into your existing client file:

1. From the Working Papers menu, select Document | New and select From Document Library... Click OK. Alternatively click on from the CaseWare toolbar.

2. From the Source drop-down list at the top, select the desired source.

3. Highlight the desired checklists and either click Add or drag and drop them onto the Document Manager.

Note: Copying a document from a Master Template Document Library does not override the engagement file’s loaded Profile.

For more information on Document Libraries, see the Working Papers help topic Document Library.

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