Authoring

Get started

Firm authors

• Get started - firm authors

• Manage the firm template

Enterprise authors

• Get started - enterprise authors

• Manage the enterprise template

Enterprise firm authors

• Get started - enterprise firm authors

• Manage the enterprise firm template

Template setup

Roles and signoffs

• Define signoff roles

• Set up signoff schemes

• Review and customize signoff schemes

Localization and language support

• Authoring content and deliverables in multiple languages

Analytics

• Customize analytic tests

• Link analytic tests to a checklist procedure

Components and properties

• Group properties

• Define components

• Assign components to items in your template

Engagements settings

• Customize the lockdown settings

Enterprise-only customizations

• Customize assertions

• Customize controls

• Customize risks

• Customize the Documents page

Visibility Logic

• What are visibility settings?

• Visibility conditions and examples

• Add visibility settings in checklists

• Add visibility settings in queries

• Add visibility settings in letters or memos

• Add visibility settings in financial statements

• Show or hide an item regardless of visibility settings

• Visibility icons

Formatting and Display Options

• Access the product settings

• Add a currency

• Customize the date format

• Customize the number settings

• Customize fonts and headings

• Customize the unit of measurement

• Customize the content language

• Customize the financial statement settings

• Set up bulk print

• Add a firm logo and letterhead

Checklists

• Add guidance information for staff members

• Manage synced checklists for central planning

• Add a checklist

• Checklist components

• Review and modify the checklist default settings

• Add a group or subgroup

• Add a procedure

• Add or remove a link in the procedure description

• Add a data link in the procedure description

• Annotate a procedure or subprocedure

• Review and customize procedure settings

• Add a response type to a procedure

• Add authoritative references in a procedure

• Rearrange procedures

Letters and Memos

• Add a letter or memo

• Add a Table of Contents in a letter or memo

• Add a grouping area in a letter or memo

• Add text in a letter or memo

• Add or remove a link in text areas in a letter or memo

• Add placeholders in text areas in a letter or memo

• Add data links in text areas in a letter or memo

• Add a page break in a letter or memo

• Add a header and footer in a letter or memo

• Set up the print options for a letter or memo

Queries

• Add a query

• Add contact instructions

• Add question sets

• Add a query question

• Add or remove a link in a query question

• Add a data link in a query question

• Add a document reference in the query question

• Change engagement glossary terms and dynamic text

• Review and customize query question settings

• Modify or add a response type to a question

• Link a query question to a checklist procedure

• Rearrange query questions and question sets

• Add Author IDs

• Copy Author IDs

Financial Statements

• Set up the Notes Library

• Add areas

• Add dimensions

• Customize financial groups

• Add a financial statement area

• Add an analysis section in the financial statements

• Embed a PDF in the financial statements

• Add a header or footer in the financial statements

• Add a page break in the financial statements

• Add, change or remove note references

• Add content areas in the financial statements

• Add or edit a calculation in table cells in the financial statements

• Add or remove a link in text sections in the financial statements

• Add or remove data links in text sections in the financial statements

• Add or remove placeholders in text sections in the financial statements

• Add table of contents in financial statements

• Change the display option for table rows

• Hide dynamic table header rows

• Copy a table in the financial statements

• Create custom groups in tables

• Customize font sizes and spacing in the financial statements

• Customize numbered headings in the financial statements

• Customize rounding in the financial statements

• Customize text in the financial statements

• Customize the consolidation options in table columns

• Customize the financial statements content

• Customize the financial statements layout

• Customize the title of the notes section in the financial statements

• Delete content in the financial statements

• Display zero balance columns in dynamic tables

• Edit notes in the financial statements

• Edit table columns in the financial statements

• Edit table descriptions in the financial statements

• Edit table rows in the financial statements

• Exclude rows from a custom group total

• Expand or collapse account group rows in a table in the financial statements

• Group columns in dynamic tables

• Change the dynamic table font size

• Set default underline and overline options for dynamic tables

• Set default currency symbol options for dynamic tables
  

• Add cell references in dynamic tables

• Add custom calculations in text sections

• Specify the currency symbol option for rows

• Rearrange areas in the financial statements

• Rename content areas in financial statements

• Set up the print options in the financial statements

• View hidden rows and columns in a table in the financial statements