• Firm Author Help
  • General Options
  • Configuring and Customizing Forms
  • Form Settings
  • Firm Risks, Controls, and Risk Identification
  • Optimiser
  • 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
  • Repackage

Content Management

Content is updated on a regular basis to incorporate new standards by various authors. Audit has a number of valuable tools designed to help manage the content of work programs and checklists. These tools can be used in combinations to keep the content up-to-date in the master template.

Your firm can also set document properties and template version specifications to indicate that new versions of documents have been created, that the content of existing documents has changed, or that mapping and grouping structures have changed. The client file Update process uses these properties and specifications to update client files.

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