Confirmation.com - Caseware Time | How can I find the client contacts that are missing after sending a client batch email?
  1. Home
  2. Knowledge Base
  3. Caseware Time | How can I find the client contacts that are missing after sending a client batch email?
FAQ

Caseware Time | How can I find the client contacts that are missing after sending a client batch email?

Published:  08/08/2023
When I am sending a client batch email the clients contacts seems to be missing, how can I get then back? 

The below is an example of a batch set:

  User-added image

  Answer:

  1. Go to the User Profile Toolbar in Caseware Time 
  2. Expand the Toolbar objects individually on the ellipsis(…)
  3. Select the None option for all the the Toolbar objects
  User-added image

Below is how you select the Toolbar objects individually
  • Document
  User-added image
  • Short Name
  User-added image
  • Staff
  User-added image
  • Project
  User-added image
  • Date
  User-added image

After all the filters have been set to None, to view the the client email list, Click File | Client Batch Email / Print, below is how it will look like.

  User-added image
 
 
 
 Rate this article: 
  (Popularity = 1/100, Rating = 0.0/5)

   Related Articles

Retrieving Completed Confirmations
Probe | Where do I find template documents for Test of Control and Substantive Sampling?
How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation)
Adding Client Signers
view all...


   Search Results

Are there any sign up costs for a new user or an audit firm to use the Confirmation.com service?
How to Register a New User on Confirmation.com
How do I add a new user to my institution (New Version of Confirmation)
Cloud App | How to manage the firm template
Cloud App l How to include text areas for firm sign off in engagement letter
view all...


Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Confirmation.com
For more information, visit: www.confirmation.com

Adapt IT logo

Quick Links


Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2026 | All Rights Reserved