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Number Name Description

Open document

Popup menu allows you to open any document from the Caseware Document Manager.

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

Bring up the sort window to sort the sections in the body of the letter.

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

Click on this button to access the Caseware Trial Balance.

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.

Font Toggle

Click to toggle the letter font between Arial and Times New Roman. This setting is saved on a per letter basis.

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