SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax

Locating documents (SE)

This feature is only available with products on the CaseWareCloud SE platform. Available SE products include OnPoint PCR and CaseWare ReviewCompTax.

While working on your file, you will complete many work programs, create letters, and submit client requests. You can access documents related to each task on the left panel. Similar to the Documents page, the left panel allows you to access all your documents and groups them by engagement stage. Within these high-level groupings, documents are also organized into folders.

The left panel

Locate documents

In the left panel, your documents are listed by engagement stage. When you open a document, your documents remain displayed in the panel for easy access.

Additionally, you can use the following features in the left panel to help you locate specific information or documents for your engagement work:

  • Search - Locate specific information in documents by typing keywords into the Search field. When you perform a search, the left panel displays all matching documents.
  • Recent - Access documents that you’ve opened recently. If you use one of the recent documents often while completing an engagement, you can select the pin icon () beside it to pin the document to the top of the panel for convenient access.
  • Document Map - Once you’ve opened a document, you may see a list of its sections on the Document Map, depending on the formatting applied to the document. You can select a section to jump directly to it. This saves you from having to scroll through a lengthy document, such as the financial statement, to view the relevant section.

You can open and close the left panel by selecting the arrow () at the bottom. Within the left panel, you can also expand and collapse the listed documents as well as the panel's other features by selecting the arrows () beside them.

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