You can distribute the customized template file by providing the template package (.cwp), which is used to launch the Template Installer wizard.
The template can be repackaged an unlimited number of times. However, before deploying to your users, ensure that all updates have been completed as engagement team must update each client file manually.
Troubleshooting: Did you encounter problems?
The Repackage button appears only if you are in the master template.
Make sure the master template is not compressed.
It is imperative that your original master customized template be retained for any future customizations by your firm. You must use the repackaging mechanism to distribute updates of any firm settings to the engagement team including changes to the firm libraries. You cannot copy selected files to individual computers.
Any updates issued by CaseWare International Inc. must be applied to the Firm’s customized master template. The firm must repackage the customized firm master template and distribute it to users.
This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.