• 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

Using the Template

When working in the template, the software can be used by two user types. The first type is the Author or Firm Author, who customizes the content in the master template and repackages the template for use by the firm's engagement teams.

The second type is the User or Engagement Team that works on client files that are either based on the master template or incorporate documents from the master template brought in through a document library.

The following is a basic user workflow:

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