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Report transmittal (C3-95)
Report transmittal (C3-95)
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 PTKEY.
3
Client Profile
3. Client Profile
Click here to access the Caseware client profile.
4
Checkbox
4. Checkbox
Click on the checkbox to toggle a section on/off
5
Signature
5. Signature
Select a staff name as entered in the PTKEY or manually enter a name.