• Content Management
  • Check for Updates
  • Client File Updates
  • Firm Update Options
  • Managing the Content
  • Additional Document Library content
  • Summary of update methods
  • Check for Based on Procedure
  • Highlighting Procedures
  • Specifying Document Updates for Client Files
  • Specifying mapping and grouping structure updates for client files
  • Updating Procedures in the Master Template Only
  • Updating the FSA document

Check for Updates

The procedures in work program and checklist documents should match what is in the content library, but they may become out of sync in the scenario where multiple firm content authors are adding content to the same master template. By using Check for Updates, you can update your document procedures to match the updated content library procedures. After procedures have been updated, you must turn off the Check for Updates state to continue using the document.

To initiate the update process within a work program or checklist document, select Check for Updates from the Document menu. Running a Check for Updates in the master template will follow the settings made in the AO - General Options document and are further explained in the section Firm Update Options. When updating manually, the Check for Updates allows you to compare between the procedures included in the master template and the new content in the content library. Procedures set as Required will always be automatically updated and added to your document. Messages appear throughout the update process advising you of the options.

While in the Check for Updates state, each procedure displays the following columns:

To turn off the Check for Updates state and use the document in your audit engagement select Check for Updates from the Document menu to remove the checkmark.

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