Documents
Click on the checkbox to the left of the documents you want to copy in. To reduce the likelihood of copying in and overwriting a document that already exists, click on Deselect All before selecting documents. This will ensure you are copying only what is selected during the Copy Components session.
When copying Caseware and CaseView documents, you will see two columns of checkboxes to the right of each document: Clear Cells, and Paragraphs. As a rule, Clear Cells and Paragraphs should be left blank as you are usually copying from a master template which does not contain any client specific data.
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When the Clear Cells box is checked, all the data entered within input cells of that document are cleared out (e.g., a cell with number of shares issued within the share capital note).
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When the Paragraphs box is checked, all the data entered within input paragraphs is cleared (e.g., the terms of a loan within a long term debt note).