• 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

Letters

Depending on your version of the product, one or more sample letters are included with the template and your firm may have added additional letters based on this sample, including a blank sample letter under New Master Documents that can be used to a letter. The blank sample letter is unlocked and can be edited in design mode to create different types of letters to meet your needs. Firm authors may elect to lock the letters they have created/modified. If a letter document is locked consult with your firm author.

Key information in letters is generated based on answers in a number of areas including Engagement Properties and in the Firm Information document.

The Firm Information that you supply is used throughout the letters.

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