• Common Buttons for Customizing Templates
• Common Menus for Work Programs and Checklists
• Audit Interface
• Installing the CaseWare® Audit International Template - End Users
• Using the Audit Template
• Accessing a document from the Document Manager
• Displaying the template toolbar
• Unlock Template
• Enabling editing
• CaseWare RiskSpace

Installing the CaseWare® Template - End Users

To install the CaseWare® Audit International/CGA/CPEM template, use one of the following methods:

• If your firm has not customized the Audit International/CGA/CPEM template, you should install it from the original installation files.

• If you are using a firm-customized Audit International/CGA/CPEM template, you should not install from the original installation files.

To install the Audit International/CGA/CPEM template from the original installations files:

1. Locate the original installation files.

2. Run the installation files to start the process. The on-screen instructions will guide you through the installation process.

3. Unless otherwise directed by your firm’s IT team the files are installed to the following directory: C:\Program Files\CaseWare\Document Library\ and C:\Program Files\CaseWare\Library. If necessary, you can change the default paths.

4. Click Finish. The template installation will begin. Upon successful completion of the template installation, a dialog will appear indicating such. Click the Close button to continue.

Note: The installation process may take several minutes.

To install the Audit International/CGA/CPEM template if it has been customized by your firm:

1. Using Windows Explorer, locate the installation file distributed by your firm. Your firm should provide the location of this file.

2. Copy the file to your desktop and then double-click the file and the Setup program opens. The on-screen instructions will guide you through the installation process.

3. Unless otherwise directed by your firm’s IT team the files are installed to the following directory: C:\Program Files\CaseWare\Document Library\ and C:\Program Files\CaseWare\Library. If necessary, you can change the default paths.

4. Click Finish. The template installation will begin. Upon successful completion of the template installation, a dialog will appear indicating such. Click the Close button to continue.

Note: The installation process may take several minutes.

After you install the template, refer to the What’s New section for detail on functionality changes to the product.

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