PEG Installation - New User

Step 1: Download

Step 1: Download the PEG Installer

Procedure

1. Ensure that you have CaseWare Working Papers version 2016 or higher installed. If your office has not yet upgraded Working Papers to 2016 or higher, contact CaseWare Customer Service at 416-867-9504 or info@caseware.com. If you have installed Working Papers 2016 or higher, but require the current build for your version, you can download it here.
2. Log in to your MyCaseWare account.
3. Select Software Downloads.
4. Locate the PEG Template and select Download.
5. If prompted, choose to Save the file to a local drive on your computer.

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Step 2: Install

Step 2: Install the Template

Procedure

1. Using My Computer or Windows Explorer, locate the PEG installation file you downloaded from MyCaseWare. Double-click the installation file to begin installation.
2. Click Next on the Welcome screen to continue.
3. Accept the licence agreement and click Next.
4. Set the path for the Program Folder and the Document Library and click Finish.
5. Progress information is provided while the installation is running.
6. A dialog will appear to indicate the successful completion of the template installation. Click the Close button to continue.

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Step 3: Create a Client File

Step 3: Create a Client File

Procedure

Proceed to Creating Client Files.

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