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Creating a Document Library

In Working Papers, you can place your most commonly used client files in a Document Library. The documents and templates in these files become available to all users.

  1. Use Windows Explorer to create a Document Library folder on your system.

    Tip: We recommend a folder that is accessible to all Working Papers users.

  2. On the Tools tab, click Options | Default Paths.
  3. Click Browse and navigate to a folder to be the Document Library Path. Click Select Folder to finish. The path of the Document Library is displayed.

You have created a Document Library. Add documents and templates to the Document Library to reuse them.

  • Client files added to the Document Library folder can be used in your Working Papers client file in the Document Library Dialog.

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