• Interface
• Firm Customizations
• Document Manager
• Work Flow Panel
• Accessing a document from the Document Manager
• Creating a Firm Customized Template
• Disabling the Work Flow Panel
• Displaying the Template Toolbar
• Enabling editing
• Opening the master template
• Specifying the default page setup
• Unlock Template
• Using the Template
• Using the Work Flow Panel
• Silent (Batch) Update Wizard
• Patch Customization Utility

Specifying the default page setup

In client files, users can specify the paper size and orientation to use when printing work programs and checklists. The firm author can set the default values for these printing options.

To specify the default page setup:

1. In Working Papers, click the Page Setup button. This button is located on the Template Toolbar. If this toolbar is not visible, see Displaying the Template Toolbar for instructions on how to display it.

2. In the Page Setup dialog, from the Page Orientation radio buttons, select the default page orientation.
3. From the Paper Type radio buttons, select the default paper type.
4. Click OK to save your changes.

The page setup selections that you have specified are now the default selections for client files created from this template.

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