How do I customise the Understanding the entity or Audit Strategy documents?
The CaseWare Audit template provides
users with a key document to cater for the overall audit strategy.
Document 2-400 ASA Worksheet - Overall Audit Strategy is a
simple CaseView document which can be used to document the various
aspects of the planning process. However, modification of this document (such
as adding sub sections or headings) is limited.
An alternative is to
export the document to Microsoft Word in order to make further changes. To
export to Word:
- From the menus, select File | Export > Rich Text
Format. The appropriate screen will
appear.
- Choose a location (recommended
to save the export to your audit engagement file folder).
- Enter a File Name.
- Tick Export
conditionally skipped content.
This will ensure that all blue (or skipped) content also gets
exported.
- Click Save. CaseView will now export the
document as a Rich
Text Format.
This format can be opened
in Microsoft
Word.
Note: You may wish to
add the new RTF document to your Document Manager and remove the
existing 2-400.
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