 Open document Popup menu allows you to open any document from the Caseware Document Manager.
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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 Bring up the sort window to sort the sections in the body of the letter.
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 Sign off Click on the button to access the Roles dialog to sign off the document.
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 Adjusting entries View, edit, or create adjusting entries in Caseware.
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 Trial Balance Click on this button to access the Caseware Trial Balance.
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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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 Font Toggle Click to toggle the letter font between Arial and Times New Roman. This setting is saved on a per letter basis.
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