Suppress content in the template
As an author, you can suppress or hide content provided by a higher-level author. Suppression allows users to hide content that originates from a higher authoring level in the template hierarchy.
Examples of hierarchy-based suppression include:
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Enterprise authors can suppress content provided by the Caseware author in the enterprise template.
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Enterprise firm authors can suppress content provided by the enterprise author in their firm template.
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Firm authors can suppress content provided by the Caseware author in the firm template.
Suppressed content is not deleted or modified; it is only hidden from view in engagement files or templates at lower levels. Suppression helps organizations tailor templates while retaining standard content for reference. This supports consistency, flexibility, and compliance with organizational or regulatory requirements.
Note: To suppress content in the firm template, you must have the Settings Admin role or similar to access the firm template. For more information, see Built-in roles and Assign security roles.
Suppress documents in a template
If a document that's part of the default content that comes with your product is irrelevant in your engagement, you can suppress it.
To suppress a document:
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Open the template.
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Go to the Documents page.
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Select the document that you want to suppress.
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Select Suppress (
).
To suppress content in a checklist, query, letter or memo:
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Open the template.
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Open the document where you want to suppress content.
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text fields, Table of Contents and page breaks in letters and memos.
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procedures, groups and subgroups in checklists.
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queries and groups in query documents.
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Select Edit (
). -
Select Suppress (
) next to the item you want to suppress.
Content can be:
To suppress content in the financial statements:
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Open the template.
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Open the document where you want to suppress content.
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Select the item that you want to suppress.
-
Select Suppress (
).
Content can be text fields, page breaks, Table of Contents, dynamic tables and notes.
