Address Area
| Number | Name | Description |
|---|---|---|
|
Letter date |
The letter date is linked to sign-off from the Caseware Document Manager. You can choose from Today’s date, Preparer date, Manager date, Reviewer date and Manual date entry. |
|
Confidentiality Stamp |
Confidentiality notice can be set in formatting options of the letter. |
|
Client address block |
This is populated from the Engagement Properties dialog in Caseware. Double-click on any of the fields to review the Engagement properties. |
|
Salutations |
The salutations are populated from the Contact 1 and Contact 2 tabs in the Engagement Properties dialog. A list of different formats are available by right-clicking on the name.
|
|
Subject |
Use checkbox toggle on/off the subject line. Use the dropdowns to select the contents of the subject line. |
