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Remove Option Field into the Financial Affidavit

Remove Option Field into the Financial Affidavit and eSign it in minutes

Aug 6th, 2022

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How to Remove Option Field into the Financial Affidavit

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I change note reference in caseware?

On the ribbon, click Insert | Note Number Reference. In the Note Number Reference dialog, click New. A blank line is added to the cross-reference list.

How do I remove a note reference in caseware?

Open the Financial statements document and select the Insert tab. Position your cursor in the note title or heading in which you want to add a new note. Select (Components) or right-click the note title or heading and select Knowledge Library | Insert Note within note title.

How do I turn on notes in caseware?

Inserting a note on the fly Open the Financial Statements document and select the applicable mapped or account number. Right-click the mapped or account number and select Create Note | From Mapping Number or From Account Number.

How do I edit financial statements in caseware?

Edit table rows in the financial statements Go to where you want to add a row. Select Add ( ) at the left border of the table. Select one of the following row types: Trial balance data: to select the row data from the trial balance data. You can insert an account or group. Select SAVE or SAVE CLOSE.

How do you reference a note number in CaseView?

To add a note number reference: Click on the cell (Excel) or position (Word) where you want to add the reference. On the Add-ins tab, click Tools | Reference | CaseView Note Number Reference. Specify a client file if necessary. In the dialog, select the CaseView document to reference.

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