CasewareDocs

Add custom form worksheets

To add a custom form worksheet:

  1. On the Documents page, navigate to the folder where you want to add the custom form worksheet.

  2. Select Add () to the right of the folder name.

    The add button on a folder to add custom forms.

  3. Select the corresponding worksheet from the list.

  4. In the Document Properties dialog, enter a document identifier and modify the name as required.

  5. If applicable, select the signoff scheme and edit the visibility settings for the worksheet.

  6. Select Save.

The custom form worksheet is added to the engagement in the selected folder.