Report transmittal (C3-95)
| Number | Name | Description |
|---|---|---|
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Template Options |
See template options for more information. |
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Entity Information |
Fill out entity information. Much of the information in the popup menus are linked from Caseware engagement properties and the PTKEY. |
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Client Profile |
Click here to access the Caseware client profile. |
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Checkbox |
Click on the checkbox to toggle a section on/off |
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Signature |
Select a staff name as entered in the PTKEY or manually enter a name. |