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Report transmittal (6-10)
See Common Checklist Features for information on common checklist features.
Report transmittal (6-10)
1
Template Options
1. Template Options
See template options page for more information.
2
Entity Information
2. Entity Information
Fill out entity information. Much of the information in the popup menus are linked from Caseware engagement properties and the Document Control.
3
Checkbox
3. Checkbox
Click on the checkbox to toggle a section on/off
4
Signature
4. Signature
Select a staff name as entered in the Document Control or manually enter a name.