HELP GUIDE
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1
Open document
1. Open document
Popup menu allows you to open any document from the Caseware Document Manager.
2
Reload (Update) from Resource Centre
2. Reload (Update) from Resource Centre
Click on this button to update or reload the letter from the Resource Centre.
3
Status
3. Status
Shows the update status of the document. A yellow status indicator () indicates that the document needs to be updated.
4
Sort Sections
4. Sort Sections
Bring up the sort window to sort the sections in the body of the letter.
 
5
Sign off
5. Sign off
Click on the button to access the Roles dialog to sign off the document.
6
Adjusting entries
6. Adjusting entries
View, edit, or create adjusting entries in Caseware.
7
Trial Balance
7. Trial Balance
Click on this button to access the Caseware Trial Balance.
8
Save & Exit
8. Save & Exit
Saves and closes the document without closing CaseView completely.
9
Resource Centre version
9. 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.
10
Document version
10. 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.
11
Font Toggle
11. Font Toggle
Click to toggle the letter font between Arial and Times New Roman. This setting is saved on a per letter basis.