Top section
| Number | Name | Description |
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Open document |
Popup menu allows you to open any document from the Caseware Document Manager. |
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Reload (Update) from Resource Centre |
Click on this button to update or reload the letter from the Resource Centre. |
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Status |
Shows the update status of the document. A yellow status indicator ( |
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Sort Sections |
Bring up the sort window to sort the sections in the body of the letter.
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Sign off |
Click on the button to access the Roles dialog to sign off the document. |
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Adjusting entries |
View, edit, or create adjusting entries in Caseware. |
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Trial Balance |
Click on this button to access the Caseware Trial Balance. |
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Save & Exit |
Saves and closes the document without closing CaseView completely. |
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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. |
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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. |
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Font Toggle |
Click to toggle the letter font between Arial and Times New Roman. This setting is saved on a per letter basis. |