Add custom form worksheets
Content in this topic requires Caseware Audit.
Audit includes various custom form worksheets, including the following:
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Substantive Analytical Procedures: Available for all predefined financial areas.
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Substantive Sampling - Tests of details: Available for a selection of financial areas.
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Sampling - Tests of controls: Available for the predefined business cycles.
You can add any of these worksheets to new financial areas if required.
To add a custom form worksheet:
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On the Documents page, navigate to the folder where you want to add the custom form worksheet.
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Select Add (
) to the right of the folder name.
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Select the corresponding worksheet from the list.
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In the Document Properties dialog, enter a document identifier and modify the name as required.
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If applicable, select the signoff scheme and edit the visibility settings for the worksheet.
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Select Save.
The custom form worksheet is added to the engagement in the selected folder.
