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Disclosure

Generate Checklists or Notes

When you have completed creating a disclosure checklist or a set of engagement disclosure notes, you can generate the checklist for the engagement, a document of the engagement notes, or a report of selected and unselected topics.
To generate checklists or notes:
  1. Select
    Generation
    from the left-hand pane navigation drop-down menu.
  2. Select
    2. Generate Documents
     in the left-hand pane and then click
    Checklist and Disclosures
    .
    The center pane will display the forms available for generation. The first item is the disclosure checklist. The
    Topic Listing
    option will generate a report of the selected and unselected topics. The
    Note Disclosures
    option generates a Word document containing the engagement disclosure notes.
  3. Select the forms you want to generate by selecting the check boxes next to each title.
  4. Click
    Create Practice Aids
    .
  5. Enter a location to save the generated documents in the
    Create Practice Aids
    window and click
    OK
    . The document generation process will begin. A progress meter will display how much of the generation process has been completed.
    note
    For some older titles, the Disclosure Checklist/Note generation functionality is accessed from Step 4 of the Risk Assessment module.