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Installing the Financials Template "as is"

If your organization has not customized the Financials template, you should install it from the link provided by CaseWare Sales. If you are using a customized Financials template, you should not install it from the link. Please refer to the section Installing the Customized Template for installation instructions.

  1. Download the file provided in the link from CaseWare Sales.
  2. Double click the downloaded .cwp file to start the installation process.
  3. Click Next in the installer wizard.
  4. Define the path of your Working Papers program and the path of the Document Library folder located within your Working Papers program directory. We strongly recommend leaving the CaseWare defaults.
  5. 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.

  6. After you install the template, refer to the online help for more information.