How do I use the Request for Information (RFI) workpapers?

How do I use the Request for Information (RFI) workpapers?

To create and send a query document, follow the steps provided in the FAQ below. Although this FAQ is specific to the Audit product, the same steps are applicable to Cloud Financials. 

https://support.caseware.com.au/portal/en/kb/articles/sending-and-receiving-documents-using-queries

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More information on using a query document is available in the following FAQ. This FAQ is specific to the Xtend product, but the same steps are applicable to Cloud Financials. 


https://support.caseware.com.au/portal/en/kb/articles/using-a-query-document