• Working with Client Files
  • Adding to an existing Working Papers client file
  • Creating a new client file from existing client data
  • Creating a new client file based on Financials
  • Using Financials and Audit in a Client File

Adding to an existing Working Papers client file

You can integrate Financials into any existing CaseWare® Working Papers client file using the Document Library function in Working Papers.

1. Open your existing client file in CaseWare® Working Papers.

2. From the Working Papers Document menu, select New.

3. From the New Document dialog, select From Document Library. Click OK.

4. From the Source drop-down menu, select Financials

5. Highlight the required documents and either click Add or drag them onto the Document Manager.

Folders/documents that are required include:

• Financial Reports folder – all sub-folders and documents
• Template Setup and Control Documents folder – all sub-folders and documents
• All other documents are optional

Note: Documents within your current client file with the same document number should be deleted prior to copying over new documents that use the same number. If you want to retain both documents, you should renumber the existing document number prior to adding the new documents.

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