-- How Do I? --

Licensing Working Papers and GASB Financials Special Purpose Governments

The demo installed is limited to only running a fully functioning product and will contain demo watermarks on the statements. You will need to license the product in order to use all functions in the template and remove the demo watermark.

Licensing Working Papers

Step 1: Contact Sales for Authorization Code

Step 1: Contact Sales for Authorization Code

To expedite the purchase process, please ensure that you have the following information ready at hand before contacting the CaseWare head office.

  • Your CaseWare client number
  • Your company name
  • The name of a contact person
  • Email address
  •  Phone number

If you have already received a current authorization code for your copy of Working Papers, click Next to continue. Otherwise, click Cancel to continue using Working Papers in demonstration mode.

  • Before registering Working Papers electronically, ensure that the time and date on the computer is synchronized to the network time server or an Internet time server.
  • If you wish to exit this dialog, click Cancel to return to the front screen. Click the Continue button in that screen to access the unregistered version of the program.

Proceed to Next Step

Step 2: User Accounts and Share Folder

Step 2: Enter Registration Information

  1. Type the authorization code, your name, and your email address.
  2. As part of the registration, the name of your computer is transmitted to CaseWare to track the authorization codes and locking codes. CaseWare Technical Support uses this information to diagnose and installation issues. If you do not want this information transmitted, select the Check here if you do not wish your Computer Name to be sent checkbox.
  3. If you are registering over the Internet, make sure your computer is connected to the Internet before proceeding.
  4. Click Next.

Go Back to Previous StepProceed to Next Step

Step 3: Select a Registration Method

Step 3: Select a Registration Method

Working Papers will be registered automatically when connected to the Internet.

  1. Click Print this information. A text document opens, containing information you will need when accessing the Internet registration.
  2. Print the text file and take the printed information to the computer that has access to the Internet.
  3. If not already online, connect to the Internet.
  4. In the Address field, type the URL of the registration webpage.
  5. Type the authorization code and follow the instructions on the webpage.
  6. Once you have completed the steps on the registration site, return to the workstation where Working Papers is installed.
  7. Enter the Registration Wizard, and select Enter the license code you have already received.
  8. Click Next and type the License Code, as indicated.

Fill in the form on the screen. Fields marked with an * are required information.

Email

  1. Click Email. The registration is filled into a new message in your email software. Check that the information you provided is correct.
  2. Click Send.

Mail or fax

  1. Click Print to create a printable version of the form.
  2. The registration form is written into a text file, lsmsg.txt. Check that the information is correct.
  3. Print the text file.
    • If mailing in the form, print an envelope addressed to the distributor listed at the top of the text file, and include the return address on the envelope.
    • If faxing the form, fax to the number listed in the text file.

Our sales team will be in contact to provide the license code for your copy of Working Papers. Once you have received your license code, re-enter the Registration screen and select Register Now.

In the next screen, select the Enter the license code you have already received option.

  1. Call the phone number provided and call within the hours noted.
  2. Be prepared to provide the authorization and locking codes shown on the screen.
  3. Once you have received your license code, re-enter the registration screen, and select Register Now.
  4. In the next screen, select the Enter the license code you have already received option.
  1. In the License code box, type or paste the license code you have been issued.

Go Back to Previous StepProceed to Next Step

Step 4: Registration Completed

Step 4: Registration Completed

1. Upon successful registration, you will receive the following message:

2. Click Finish to complete the wizard.

Authorizing GASB Financials Template

To access GASB content, your local distributor or CWI will provide an activation for your organization.

  1. Have your activation code handy, and open the Financial statements document.
  2. Click the Activation codes icon at the top right of any ribbon.
  3. In the Activation Codes dialog, type the activation code.
  4. Click OK.

Your Financials product is activated and ready for use.

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

  1. Your Client Number.
  2. The product version number, found by clicking the Help menu and selecting About.
  3. The type of computer hardware you are using.
  4. The software version number of MS-Windows.
  5. The exact wording of any messages that appear on your screen.
  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

CaseWare Support

NORTH AMERICA

Email: support@caseware.com

Phone: 416-867-9504

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