Creating and editing documents and reports

Documents may be produced automatically for all kinds of letters (e.g. engagement, confirmation requests), audit reports etc. Audit reports and engagement letters are generally already customised for the type of job used but may be further customised:

  • Areas on the documents hide or show depending on answers to questions in the work-papers, allowing for extensive variation
  • Documents are accessed as required from within work-papers and are populated by fields either drawn from firm (name and addresses etc.), the client job (client name, year end), fields completed as part of the audit (relevant legislation, client contact names and addresses, addressees etc.) or from data in tables
  • To create a document click on tab within work paper - in this case to create an engagement letter: 


  • Follow the link that is created

Following through the workflow means that when a document is created most of the fields should be already filled: 


  • All blue fields are linked to a variable - in most cases clicking the blue field will link back to where the data was entered (and allow it to be edited if required)
  • In cases of contact names and addresses these are edited from the sidebar contacts box
  • Any yellow fields may be edited directly on the page

To further edit the document click customise/edit at the lower right:


  • In this mode whole areas in letters may be edited by clicking the edit icon at bottom right the section: 



  • New areas may be added to a document by clicking the down arrow icon, and areas may be reordered by dragging and dropping as required
  • Where a date is automatically assigned (date of creation of document) it may be refreshed to the current date from the work item where the letter was created from - click the edit icon there, and then save to update
  • At a client level changes made to documents will be retained for future years – deleting and recreating the document will reset back to standard text
  • Firm-wide customising of document or creation of new documents is possible (extra training is available for customisation)

To print documents use the print page (PDF) tab at the bottom right, or use the browser print function (ctrl-P) if say margins need to be edited:

  • The whole document may also be copied using "Copy to Clipboard" and pasted into a word processor for additional editing (to change font say – there is no option for alternative fonts)
  • Page orientation may be changed by editing from parent page - page numbering may also be switched on or off, as can the ability to include letterhead that has been uploaded or to switch the default header on or off: 


  • For mail-merge documents (e.g. debtors circularisation) any changes made to editing the letter will be reflected in all copies of the letter - editing just one will require copying into a word processor
  • Documents are shown on the index page with a distinctive icon to differentiate them from a normal attachment:


TIP: If using Word 2013 or later the PDF may be opened and it will auto-convert into the Word document.

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