Top section

Number	Name	Description
	Open document	Popup menu allows you to open any document from the Caseware Document Manager.
	Help Guide	Click on this button to learn more about the Letter settings.
	Reload (Update) from Resource Centre	Click on this button to update or reload the letter from the Resource Centre.
	Status	Shows the update status of the document. A yellow status indicator () indicates that the document needs to be updated.
	Sort Sections	Click to open the sort sections window for the letter. See Sort Section for more information.
	Sign off	Click on the button to access the Roles dialog to sign off the document.
	Font Switch	Toggle the letter font between Arial and Times New Roman (TNR). The default is Arial.
	Adjusting entries	View, edit, or create adjusting entries without having to jump to Caseware.
	Trial Balance	Click on this button to update or reload the letter from the Resource Centre.
	Save & Exit	Saves and closes the document without closing CaseView completely.
	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.
	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.