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Adding a reportable item

-- User --

Prerequisite

Before adding reportable items, ensure the button is available in your document. If not, then your firm author may have disabled the creation of new reportable items.

Procedure

  1. From within the applicable document, or from the Caseware toolbar, click the Reportable Item icon .
  2. Complete the fields in the New Reportable Item dialog. >>Quick Reference?
  3. You can click Apply to save changes already completed in the dialog without closing it.
  4. When the information is complete, click OK.
Adding a reportable item | Caseware Docs