HELP GUIDE
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Quick Guides
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1
Open document
1. Open document
Popup menu allows you to open any document from the CaseWare Document Manager.
2
Help Guide
2. Help Guide
Click on this button to learn more about the Letter settings.
3
Reload (Update) from Resource Centre
3. Reload (Update) from Resource Centre
Click on this button to update or reload the letter from the Resource Centre.
4
Status
4. Status
Shows the update status of the document. A yellow status indicator () indicates that the document needs to be updated.
5
Sign off
5. Sign off
Click on the button to access the Roles dialog to sign off the document.
6
Adjusting entries
6. Adjusting entries
View, edit, or create adjusting entries without having to jump to CaseWare.
7
Trial Balance
7. Trial Balance
Click on this button to update or reload the letter from the Resource Centre.
8
Save & Exit
8. Save & Exit
Saves and closes the document without closing CaseView completely.
9
Resource Centre version
9. Resource Centre version
Indicates the version date of the Resource Centre module. The Document and Resource Centre dates will be the same when the document is updated.
10
Document version
10. Document version
Indicates the version date of the document in the current file. The Document and Resource Centre dates will be the same when the document is updated.