• General Options
  • Completion Responses
  • General Options
  • Procedure Allocation
  • Check for Updates
  • Engagement Profiles
  • Creating an Engagement Profile
  • Controls Options
  • Defining Product Settings
  • Defining Reportable Items
  • Defining Risk Options
  • Defining Scoring System
  • Defining Setting for Forms
  • Defining the Settings for Financial Statement Areas Worksheet
  • Defining Standards for Work Programs
  • Configuring the Optimiser
  • Setting the Display Settings for Materiality
  • Specifying Settings for Assertions
  • Specifying Settings for Work Programs and Checklists

Defining Product Settings

You can customize the information that appears in the Template Update dialog including the product and release description, the release notes link and any additional information that needs to appear in the dialog.

Procedure

1. In the AO - General options document, click Product Settings.
2. In the Product section, enter the product and release description that will appear in the Template Update dialog as shown:

   

3. In the Engagement update section, select to display or hide the update all button.
4. In the Document update section, select to show or hide documents listed under the new, deleted, and updated documents headings in the Template Update dialog.

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