• Creating Client Files
  • Creating a Client File
  • General Options
  • Procedure Allocation Maintenance Report - Columns
  • Recommended Folders To Copy
  • Adding Document Library Content
  • Creating a new client file
  • Creating a new client file from existing client data
  • Creating a new file from a client's QuickBooks file

Adding Document Library Content

Document libraries store your organization’s most commonly used documents for easy access from a Working Papers file. When you install the Audit template, it is added as a document library. Users can choose the documents that are appropriate to their client situation from the document library and add it into their file.

To add document library content to a file:

1. In Working Papers, open the file where you want to insert document library content.
2. On the ribbon, click Document | From Library | Document Library.
3. In the Document Library dialog, click the Source drop-down menu and select the library with the content you want to insert.
4. In the list, select the content that you want to insert into your file and click Add, or drag and drop content onto the Document Manager.

The Document Library content is added to your file.

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