• 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

Creating a new letter

Procedures

1. From the Document Manager, open the New Master Documents folder.
2. Right-click the LETTER Sample Letter document and select Copy.

   Note:You can also copy an existing letter on the Document Manager to use as its base.

3. Right-click the location in the Document Manager for the new letter and select Paste.
4. Right-click the new document and select Properties.
5. Change the document Number and Name and click OK.
6. Open the new document and, from the top menu, go to View | Design Mode to create the content for the letter.

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