• 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 Setting for Forms

By default, when a form is printed from a client file, sign-off boxes are displayed at the top of each page. These boxes enable the team members that completed and reviewed the form to initial the form and indicate that this part of the engagement is done.

You can specify that the sign-off boxes are to appear on the first page of the form only.

Procedure

1. In the AO - General options document, select All Forms.
2. Select the On First page only check box to specify that the sign-off boxes are to appear on the first page only or clear the check box to have the sign of boxes display at the top of each page.
3. In the Form Identification section, type the footer that will appear on all documents. The information entered in the three description field is joined together to make a single footer. This footer can also be modified in the document properties for each document.

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