• Planning Documentation
  • Completing Letters
  • Letters
  • Reportable Items
  • Letter Properties
  • Completing individual letters
  • Creating a new letter
  • Firm Deliverables and Client Information
  • Firm Information
  • New Recommendation

Completing Letters

Several draft letters exist in the template that has been provided by third party content authors. These letters can be customized to meet the needs of your client situation by turning options on/off or by editing the text. All letters are provided with the design mode unlocked and/or allow editing to modify contents. If a letter document is locked, consult with your firm author, as firm author may have elected to lock the letters they have created/modified.

Note:

• Though draft letters are provided, you should ensure that the letters are customized for your specific engagement requirements and any requirements of your specific jurisdiction.

• Some letters may have Document menu options to change the options for the wording of the document.

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