Open document
Popup menu allows you to open any document from the Caseware Document Manager.
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Help Guide
Click on this button to learn more about the Letter settings.
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Reload (Update) from Resource Centre
Click on this button to update or reload the letter from the Resource Centre.
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Status
Shows the update status of the document. A yellow status indicator ( ) indicates that the document needs to be updated.
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Sort Sections
Click to open the sort sections window for the letter. See Sort Section for more information.
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Sign off
Click on the button to access the Roles dialog to sign off the document.
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Font Switch
Toggle the letter font between Arial and Times New Roman (TNR). The default is Arial.
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Adjusting entries
View, edit, or create adjusting entries without having to jump to Caseware.
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Trial Balance
Click on this button to update or reload the letter from the Resource Centre.
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Save & Exit
Saves and closes the document without closing CaseView completely.
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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.
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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.
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