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Repackaging a template

Note: If you do not want users to have the ability to modify work programs, checklists and general options, Lock Author Mode before repackaging.

  1. In Working Papers, select Tools | Templates. The Templates dialog opens.

  2. Select the template.

  3. Click Repackage. Only when you select a packaged template that was designed to allow repackaging and that has already been installed does the Package button change to Repackage; non-packaged templates have the Package button available. The Templates Package wizard opens, welcoming you.

  4. On the wizard, click Next. The Global Options page opens. Identify the path where the packaged template will be located and, if you want, give the template a different name from the original. You can choose repackaging rights.

  5. Click Finish on the wizard. If the repackaging was a success, the wizard displays a message indicating that the process was successful. A CaseWare Packager file (.cwp) is created which is used to launch the Template Installer wizard. ®

  6. If the application detected errors, those errors are displayed; fix the errors and follow the preceding steps to repackage the template.

  7. Click the Close button to exit the wizard.

This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.