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

Add tickmarks and annotations

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

You can add annotations and tickmarks to each document in your engagement file. You can provide a status to a particular entry, add commentary, or link to other relevant documents.

When adding an annotation, you’re automatically given a suggestion based on the entry selected.

Each annotation has a unique icon:

  • Agrees to... (Agrees to tickmark)

  • Comes from... (Comes from tickmark)

  • Goes to... (Goes to tickmark)

  • Calculation Verified (Calculation Verified annotation)

  • Addition Checked (Addition checked annotation)

  • Link (Link tickmark)

  • Note (Note tickmark)

  • Variance (Variance tickmark)

To add a tickmark or annotation to a document:

  1. From the top menu, select Documents.

  2. Select a document to open it.

    Note: You can add annotations to checklists and to PDF documents.

  3. In your document, select the Add annotation icon () for the document section you want to annotate.

  4. Enter all of the information for your annotation.

    Note: You can select a suggestion to automatically apply the suggested annotation.

  5. Select Save.

The annotation is added to the entry. The unique icon for each annotation type displays next to the associated section of the document. Selecting the icon displays pop-up text with a summary of the annotation content.

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