Letter date
The letter date is linked to sign-off from the Caseware Document Manager. You can choose from Today’s date, Preparer date, Manager date, Reviewer date and Manual date entry.
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Confidentiality Stamp
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Client address block
This is populated from the Engagement Properties dialog in Caseware. Double-click on any of the fields to review the Engagement properties.
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Salutations
The salutations are populated from the Contact 1 and Contact 2 tabs in the Engagement Properties dialog. A list of different formats are available by right-clicking on the
name.
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Subject
Use checkbox toggle on/off the subject line. Use the dropdowns to select the contents of the subject line.
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