SE
SmartEngagement
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CaseWare Working Papers
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CaseWare AnalyticsAI
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OnPoint PCR (Preparation Compilation Review)
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CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Edit the engagement letter

This feature is only available with products on the CaseWare Cloud Engagements platform.

You can edit the draft version your engagement letter before you send it to the client to complete, sign and return.

To begin, select Edit () at the top of the document.

Replace text and field placeholders

The letter's content can include placeholders for some text and fields that you need to replace with specific information related to your engagement, organization or client.

The Placeholders indicator at the top of the document tracks your progress on placeholders. It shows the number of placeholders that haven’t been replaced by actual information. You can also select the indicator to navigate to the next empty placeholder.

To replace a text placeholder:

  1. Select the text placeholder.

    Tip: The blue highlighted text in the document are placeholders.

  2. At the Text Placeholder popup, replace the placeholder text and select Save.

    Note: If you don't want to change the placeholder text, you must select the placeholder and select Save at the Text Placeholder dialog so it’s removed from the count at the Placeholders indicator.

To replace a field placeholder:

  1. Select the field placeholder.

    Tip: The blue drop-down fields in the document are field placeholders.

  2. Select a value or specify a date as indicated in the placeholder field.

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.

Insert the firm logo

You can insert the firm logo in any text area or in the document head or footer.

To insert the firm logo:

  1. Select the text field where you want to insert the logo.

  2. Select Insert Logo Placeholder () at the formatting toolbar.

  3. The firm logo is added in the text field.

    If no logo is available in the firm template, a placeholder with a link to Cloud displays so you can upload a logo.

Note: You can only upload a firm logo in the firm template. To access the firm template, you must have the Settings Admin role or similar. For more information, see Built-in roles and Assign security roles.

Add a page break

You can add a page break anywhere in the document to manually mark where a specific page ends and a new one starts . This allows you to control the page layout for printing.

To add a page break, select +Add section | Page Break. A page break is inserted with a default title Page Break. You can select the default title to change it. Note this title is not part of the document content.

Note: You cannot add a page break in empty grouping area. You must add text areas or guidance sections.

To delete a page break, select Settings () | Delete.

Set up the print options

The Print () button converts the document to a PDF format for users to print or save. Note that guidance sections are never included in the PDF.

To set up print options:

  1. Go to the Document Map, the select More actions () | Print Settings.

  2. If you want to have different settings for a page break or a grouping area or the Table of Contents, select Settings () | Edit Print Settings.

  3. Specify the preferred settings for Letterhead, Page Size and Margins.

  4. Select Landscape to change the page orientation.

  5. The default is Portrait.

  6. Clear the Count in page numbering check box if you want page numbering to start after the Table of Contents page.

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