Template Options

All Jazzit documents have common features to indicate when a revision is available. These features can be found in the Jazzit document options section and includes the following:

Number	Name	Description
	Document map	The document map lists all the sections in the templates. Click on a heading to jump to that section. To switch the document map off, go to Home > Document Map or View > Document Map.
	Open document	Popup menu allows you to open any document from the Caseware Document Manager.
	Sign off	Click on the button to access the Roles dialog to sign off the document.
	Adjusting entries	View, edit, or create adjusting entries in Caseware.
	Trial Balance	Opens the Caseware Working Trial Balance within CaseView.
	Save and Exit	Saves and closes the document instantly.
	Accountants Templates update date	This date indicates the design update date for the Jazzit template.
	Reload/update from Resource Centre	Click on this button to update or reload the letter from the Resource Centre.
	Document settings	Also know as the 'chain button' this button hides/unhides the area under 'Document settings' revealing additional options.
	Update status	Shows the update status of the document. A yellow status indicator () indicates that the document needs to be updated.
	Document and Resource Centre dates	Indicates the version date of the document in the current file and the version date of the connected Resource Centre. The Document and Resource Centre dates will be the same when the document is updated.
	Resource Centre Type	Indicates which Resource Centre the document is connected to, e.g. PEG Audit KLIB
	Resource Centre filename	The Resource Centre filename that the checklist is connected to. Resource Centre filenames start with the Resource Centre filename (ex: PEG Audit KLIB) with the CaseView ID appended to the end (ex: CAA310)
	Link Browses	Choose whether zero balance link hides or not.
	Hide details if procedure set to NA:	In certain checklists setting the procedure to NA will hide details since they are deemed unnecessary.
	Doc Map	The 'Doc Map' button allows you to toggle the Document Map on and off. You can normally toggle it on Home > Document Map in CaseView, however the setting will not save when you open the Financial Statements again. Use the 'Doc Map' button to toggle the Document Map on a permanent basis.
	Scale Fonts	Toggles CaseView's Scale fonts to reduce clipping feature. Sometimes the text in a table will get 'cut-off' or 'clipped' on the screen. This feature corrects that. Please see Document settings \| Compatibility for more information on this and other features.
	Cleared on roll forward options	Choose to clear or retain the working paper data types on roll forward.