Disclosure Checklist Update

 
Update method

To update the Disclosure Checklist documents in the engagement file you will need to remove the existing Disclosure Checklist and re-insert the new documents from Disclosure Checklist library. This means any work  already completed in these documents will need to be re-done if you choose to update the Disclosure Checklist.

  1.  Locate and delete the Disclosure Checklist folder and all documents within the folder.
     
    Use CTRL - F

    You can use CTRL - F in the document manager to bring up the search function to search for the term "Disclosure Checklist".

  2. In your Document Manager, select the location you wish to insert the new Disclosure Checklist.
  3. Click on the From Library in the Document Tab on the ribbon and select Disclosure Checklist from the drop down menu.


  4. In the Source: dropdown, ensure that Disclosure Checklist is selected.


  5. Select the disclosure checklist folder and click Add, and it will insert the document library into your selected location.
  6. Click Close to exit the document library screen

 

 

Attached Files
There are no attachments for this article.
Related Articles
Why is my FSA missing assertions and showing strange column headings?
Viewed 2504 times since Wed, Jun 24, 2015
Hotfix - Blank Drop-down options in Independent Questionnaire (1-100)
Viewed 1807 times since Wed, May 31, 2017
How do I know what CaseWare Software and Template Versions do I have installed?
Viewed 3741 times since Wed, Jun 14, 2017
How do I ensure my 6-100 is working post update?
Viewed 918 times since Wed, Jan 25, 2017
How to use the Audit Program/Checklist Filters
Viewed 1304 times since Wed, Jul 26, 2017
MENU