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

Customize a client request

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

If you selected one of the templates from your engagement file, the client request will already contain one or more queries recommended by the author. If you created a blank client request, you can customize the request based on the information you need.

Add guidance

Each client request document has a Guidance section at the top. You can use these guidance sections to include some help for your client contact, giving them instructions on how to fill out the client request, or providing context for the questions that you are asking.

To add guidance to a document:

At the top of the document, select the text field. Enter the guidance content for the document, and select the space outside the query once you are finished.

The guidance text is added to your document.

Add sections to your client request

In client request and checklist documents, all of the document content is contained in one or more groups.

To add a group to a document:

To add a group to your document, select + Group.

The group will be named New Group by default. You can change the name by selecting it and entering new text.

Add questions to your client request

Once your document has a group, you can add one or more queries. A query is a question for the client or a task to be completed as part of the engagement work. Each query has two parts:

  • Description - the question or request for the client.

  • Response - the field for the client to enter information or provide a file.

To add a query to a document:

To add a query to your document, select + query.

A blank query is added to your document. This query description is New query, and the default response is Upload Files.

Modify questions in the client request

Once you have added all the queries you will need for this client request, you can modify each of them to create a framework for the contact to answer your questions.

To modify a query:

There are a few things that you can do to modify queries in your client requests:

  • Create a summary description - Select the summary field above the description field to enter a name or a short description for the query.

  • Update the description - Select the description field to change the query description. Once you select the field, the formatting toolbar displays. You can use the toolbar to make the following updates:

    Toolbar icon

    Description

    Apply a style to selected text or paragraph.

    Bold, italicize or underline selected text.

    Change the color of a selected text or a paragraph or highlight selected text or paragraph.

    Add a bullet or number list

    Add visibility conditions to lists.

    Indent selected text or paragraph.

    Align selected text or paragraph.

    Add a horizontal line

    Add an image

    Add a table

    Add a special character in the text section.

    Add field placeholders.

    Field placeholders are drop-down lists for selecting a staff member or a client contact from Cloud, or a date.

    Add text placeholders.

    Add or remove a link.

    Add data links.

    Remove all formatting for a selected text or a paragraph and revert to the default.

    Add or remove a link in text sections

    You can add links to a URL, an email or a phone number.

    To add a link in a text section:

    Open the document and select Edit (), then select Add link () and enter the following information in the Link Info tab:

    • Display Text - the selected text is the default Display text for the link. If you haven’t selected text, enter the Display Text in this field.

    • Link Type - select a type from the drop-down list. Based on your selection, the dialog displays different sets of fields that you need to specify:

      Link type

      Fields

      URL

      Protocol - select the link protocol (http, https, ftp, news or other)

      URL - enter the URL

      Link to anchor in the text

      This feature is currently not functional

      Email

      E-mail address - enter the email address

      Message Subject - enter a subject for the email message

      Message Body - enter the email message body

      Phone

      Phone number - enter the phone number

    In the Target tab, select where you want the link target to open. The default is in a new browser window.

    You can also enter more information in the Advanced tab. Note that if you add a link to a file download, you can select the Force Download check box in this tab so the file download starts once the user selects the link.

    Once you’re done, select OK.

    To remove a link in a text section, select the link text then select Remove Link ().

    Add placeholders in text sections

    You can add placeholders for text and fields to prompt users to insert specific information related to the engagement, organization or client. For example, you can add a date placeholder to prompt accountants to add today’s date as part of the content.

    To add a text placeholder:

    1. Open the document and select Edit ().

    2. Go to where you want to add the placeholder, then select Add Text Placeholder ().

    3. In the Text Placeholder dialog:

      • Enter a label describing the information that users need to add in the placeholder in the Label field.

      • You can optionally enter content as a suggestion for the users in the Suggested Text field. A reduced version of the formatting toolbar displays so you can customize the format.

    4. Select Save.

    5. The text placeholder displays in the text section marked with a blue color.

    Note: If you enter suggested text, it displays in the text section. Otherwise, the label text displays. The label text also shows as a tooltip for the engagement team members.

    To add a client contact placeholder:

    Open the document and select Edit (). Go to where you want to add the placeholder, then select Add Contact Placeholder () from the formatting toolbar.

    A drop-down list is inserted in the text section. The engagement team members can then select a client contact from the list while working on the engagement.

    The default label for the contact placeholder is Select Contact. To change the default label, select the field, then enter a custom label in the displayed dialog box. To apply your change, select the arrow () next to the label field.

    To add a staff placeholder:

    Go to where you want to add the placeholder, then select Add Staff Placeholder () from the formatting toolbar.

    A drop-down list is inserted in the text section. the engagement team members can then select a staff contact from the list while working on the engagement.

    The default label for the staff placeholder is Select Staff. To change the default label, select the field, then enter a custom label in the displayed dialog box. To apply your change, select the arrow () next to the label field.

    To add a date placeholder:

    Open the document and select Edit (). Go to where you want to add the placeholder, then select Add Date Placeholder () from the formatting toolbar.

    A drop-down is inserted in the text section. The engagement team members can then specify a date using the calendar that displays once they select the drop-down.

    The default label for the date placeholder is Select Date. To change the default label, select the field, then enter a custom label in the displayed date picker. To apply your change, select the arrow () next to the label field.

    To add a logo placeholder:

    Open the document and select Edit (). Go to where you want to add the placeholder, then select Add Logo Placeholder () from the formatting toolbar.

    If the firm author uploads a logo, the placeholder is automatically replaced with the uploaded image. Otherwise, a link to Cloud displays.

    Add data links in text sections

    Data links () allow you to have already existing information in the engagement or in Cloud automatically retrieved and inserted in text sections.

    The following data links are available:

    Engagement properties

    (from Cloud)

    Engagement properties as defined in Cloud, such as:

    • Operating name
    • Legal name
    • Year end date
    • Year start date
    • Current Year
    • Website
    • Prior Year
    • Entity address

    Trial balance

    (from the engagement)

    Items in the trial balance such as, account name, grouping name, or values from the current or prior year.

    Firm properties

    (from Cloud)

    Firm name

    Firm address

    Responses

    (from the engagement)

    Responses to procedures from checklists. Once you select a checklist document from the list, select the response you want to retrieve and insert in the text section.

    Materiality

    (from the engagement)

    Defined values in the Materiality document.

    Dynamic text

    Dynamic text is conditional text. It’s a field where different text displays based on a condition or a set of conditions.

    See Add dynamic text.

    To add dynamic text:

    Note: You can only add dynamic text if you are customizing the firm template. To access the firm template, you must have the Settings Admin role or similar. See Manage the firm template for information on how to open and edit the firm template.

    1. Open the document and select Edit ().

    2. Go to where you want to add a formula in the text.

    3. Select Add Data Link () from the toolbar.

    4. At the Dynamic Text tab, select the Add Condition drop-down list.

    5. Different setup details display in the Data Link dialog based on the condition you choose:

    Condition type

    Condition setup

    Response

    Document - select the source document for the response

    Procedure -  select the procedure for which the response is provided

    Condition - select the value of the response

    Output - select the text to be displayed when the condition is met

    Trial balance

    Financial Group - select the trial balance account or account group

    Condition - select how the name of the Income Statement displays based on the value of Net Income in the trial balance

    • Consistent → name displays as "Statement of Income"
    • Contrary → name displays as "Statement of Loss"
    • Inconsistent → name displays as "Statement of Income (Loss)"

    Output - select the text to be displayed when the condition is met

    Consolidation

    Condition - select the consolidation situation (Consolidated, Non-consolidated)

    Output - select the text to be displayed when the condition is met

    Reporting period

    Condition - select the value of the reporting period (Monthly, Quarterly, Semi-Annual, Annual)

    Output - select the text to be displayed when the condition is met

    Organization type

    Condition - select a country

    Output - select the text to be displayed when the condition is met

    Group of conditions

    Select this option if you want to add a group of conditions, where the text output is based on how the conditions in the group are collectively evaluated

    Group Condition - select one of the following values:

    When all conditions below are met -> all conditions must be true for the Group Condition to be met

    When any condition below is met -> any condition must be true for the Group Condition to be met

    Output - select the text to be displayed when the Group Condition is met

      You can add more than one condition type to trigger additional text outputs. To add another condition, select Add Condition.

      You can also optionally specify an alternate output for the text if no conditions are met.

    1. Once you’re done, select Save.

    2. If a condition (or conditions) is met, the corresponding output text you specified for that condition displays.

      If no condition is met, the alternate text output (the one you specified for when none of the conditions are met) displays. Otherwise, #ValueEmpty# displays.

  • Change the response type - Select the more actions icon (), then choose Settings to open the query Settings dialog. You can select a different response type in the settings dialog:

    • Manual - the client will enter information into a text box.

    • Picklist - the client will choose one answer from a list of choices.

    • Multi-Picklist - the client will choose one or more answers from a list of choices.

    • Upload Files - the client will attach a file to the engagement.

    • Date - the client will select a date from a popup calendar.

    • Entity Information - display information about the client entity.

    • Contact Information - display information about a client contact.

Once you have finished changing the content in your client request, select the Edit icon at the top of the document to save your changes.

Link a question to a checklist procedure

Often, you must ask your client questions to complete checklists. You can link these questions to the corresponding query questions. After your contact responds, that response is displayed near the checklist procedure.

To link a query to a checklist:

  1. Select the more actions icon (), then choose Link to Checklist.

  2. In the Link to Checklist dialog, select a checklist document in the engagement file, then select the corresponding procedure from that checklist.

    Selecting a checklist procedeure to link to this query procedure.

  3. Select Save.

You can see the client response in the relevant checklist after staff have accepted it.

The linked question and the contact's response are displayed beneath the corresponding checklist procedure.

Change engagement glossary terms and dynamic text

Note: You can only change an existing glossary term or a dynamic text output if the override option is enabled in your product.

An engagement glossary contains terms. Terms are words and phrases that can be reused throughout the product. When a term is changed, it is changed everywhere the author defined.

Dynamic text fields change if certain conditions are met. For example, if the client responds ‘Yes’ to a procedure in a checklist, then ‘Agreed’ shows in the dynamic text field.

Your documents may contain terms from the glossary or dynamic text fields. Depending on your product, you may be able to override glossary terms and dynamic text outputs.

To change an engagement glossary term or a dynamic text output:

  1. Select the document’s text area where you want to change.

    Areas highlighted in gray are either glossary terms or dynamic text fields.

  2. Select the glossary term or dynamic text to open the Data Link dialog.

    If you select a glossary term, you can select information () to see the number of places that term is used.

  3. Change the Output as desired and select Save.

When the Output condition is met, the text changes in all the places it’s used in the engagement. If a different condition is met after the change, the Output changes to match the configured output text for that condition.

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