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How to customise the designation in the information store (Design Mode)
How to customise the designation in the information store (Design Mode)
Published: 16/05/2023
How to customise the designation in the information store (Design Mode)
Answer:
PLEASE NOTE: These steps are for the firm's champion or template author and should not be performed by those who are not familiar with Design Mode.
How do I edit this without design mode?
If you require a simple manual edit to the designation in the signature area
click here
for steps on editing this without using design mode.
How to access Design Mode and what is the design mode password?
Click here
for steps on how to access this mode and to request the design mode password
How to customise the designation in the information store (Design Mode)
In your Caseware file's Document Manager
Open the
Information store
document (e.g folder locations: Financial Statements | Financial Statements preparation | 10.20 Information Store)
Jump to
Firm information
section at the bottom of the page
In the
Designation of practitioner/firm
drop-down menu, select the blank option
You will see that the cell is white and cannot be edited (refer below on steps to edit this in the report)
Continue standing on Cell
Then go into
Design Mode
Right-click on the cell the select
I
nput
cell
Go out of
Design Mode
you will see that this white blank cell is now an input cell
Stand on the designation area and go to the formula bar at the top to type in your designation
Save the
Information Store
document
In your financial statements
Switch on the report you would like reviewed (Right click on the blue heading and select On)
Navigate to the signature area of the report in your financial statements
In the relevant section, this designation from the information store selection will pull through
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