Insert Review Note Documents

You have the option to insert a
Review Note Document
, which adds a template to provide basic review note functionality. Firms can instead use their own Microsoft Word documents for review notes.
To insert a
Review Note Document
, select this option from the
Insert
menu. Then the Workpaper Properties window displays your Review Note reference and title.
On the Diagnostics Report, you are notified if you have any review note documents remaining in the engagement, so you can delete them.