• Letters and Other Forms
  • Management Letter Report
  • Reportable Items
  • Modifying Letters
  • Management Letter Configure Options
  • Document Properties
  • Creating a new letter
  • Creating a New Management letter
  • Creating a New Flat Form
  • Creating a Risk Report

Creating a new letter

Procedure

1. From the Document Manager, open the New Master Documents folder.
2. Right-click the LETTER Sample Letter document and select Copy.

   Note: You can also copy an existing letter on the Document Manager to use as its base.

3. Right-click the location in the Document Manager for the new letter and select Paste.
4. Right-click the new document and select Properties.
5. Change the document Number and Name and click OK.
6. Open the new document and, from the top menu, go to View | Design Mode to create the content for the letter.

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