Top section
 
Top section
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
Sort Sections
5. Sort Sections
Click to open the sort sections window for the letter. See Sort Section for more information.
6
Sign off
6. Sign off
Click on the button to access the Roles dialog to sign off the document.
7
Font Switch
7. Font Switch
Toggle the letter font between Arial and Times New Roman (TNR). The default is Arial.
8
Adjusting entries
8. Adjusting entries
View, edit, or create adjusting entries without having to jump to Caseware.
9
Trial Balance
9. Trial Balance
Click on this button to update or reload the letter from the Resource Centre.
10
Save & Exit
10. Save & Exit
Saves and closes the document without closing CaseView completely.
11
Resource Centre version
11. 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.
12
Document version
12. Document version
Indicates the version date of the present document. The Document and Resource Centre dates will be the same when the document is updated.