Replace external documents in Agile Audit
You can replace external documents, such as PDFs, Word files and Excel files, that you have previously uploaded to the engagement.
Note: Document versioning is not supported (no version history is retained).
To replace an external document:
1. From the top menu, select Documents.
2. Go to the document you want to replace.
3. To replace the file, you can:
Drag and drop the new file from your computer onto the old file.
Use the More actions () menu to upload the file.
Select More actions () | Replace.
Select the file to be uploaded, then select Open.
4. Select whether to remove pre-existing signoffs or retain them.
5. Select CONFIRM.
Related Articles
Agile Audit Process Map
The Agile Audit process map attached in this FAQ below illustrate the best methodology to use our CaseWare Agile Audit for an audit engagement. To go alongside the process map, a series of FAQs are below to provide details on parts of the process ...
Enabling Agile Audit for staff
After Agile Audit ANZ has been enabled on your firm’s CaseWare Cloud site, a Cloud administrator will need to assign the app to the relevant staff to access and use. This is done one of two ways: Both options below can only be performed by a Cloud ...
How to insert an External Section & Document into the Financial Statements?
External documents such as Microsoft Word or PDF Documents can be inserted into your Financial Statements for added reference or for different sections in your Financial Statements. External documents can also have its own separate financial ...
Consolidation in Agile Audit
Although consolidation is a feature in Agile Audit, it is important to be aware of a few key rules/best practices: 1. Only Trial Balance and journal data will be consolidated - there is no consolidation of risks or documentation between entities ...
Agile Audit mapping structure
Based on recent questions we have received from Agile Audit customers, we have developed this explanatory FAQ on the use of the current mapping structure in Agile Audit. Background: The Mapping structure included in version 1 was designed to be ...