• Controls
  • Control Matrix
  • Overview
  • Adding a Control
  • Control Matrix Customization
  • Importing individual controls
  • Resizing the columns in the Control Matrix table

Control Matrix Customization

Firm authors have the ability to add customized introduction and conclusion text to each control matrix.

To customize the introduction and conclusion:

1. In the document manager, find the applicable Control matrix document you want to customize and open it.
2. Click in the input area below the introduction guidance text and type your introduction.
3. Click in the input area below the conclusion guidance text and type your conclusion.
4. If the custom introduction and conclusion are not needed, from the Options menu, unselect Display Custom Introduction and Conclusion. This will hide the introduction and conclusion.

Note: The engagement team can choose to display or hide the introduction and conclusion.

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