Copying Checklists

If the checklist you require does not exist in the current client file, or if you require another copy of the checklist, you can copy it into your existing client file from a document library.

To copy checklists into your existing client file:

1. From the Working Papers menu, select Document | New and select From Document Library... Click OK. Alternatively click on from the Caseware toolbar.

2. From the Source drop-down list at the top, select the desired source.

3. Highlight the desired checklists and either click Add or drag and drop them onto the Document Manager.

Note: Copying a document from a Master Template Document Library does not override the engagement file's loaded Profile.

For more information on Document Libraries, see the Working Papers help topic Document Library.