Template Update Installation

Step 1: Backup

Step 1: Backup your existing master template

Prior to installing an update, you should make a backup of your firm's master template.

Procedure

1. Close all instances of CaseView.
2. In Working Papers, click Tools | Templates.
3. Select the template to back up, then click Repackage.
4. The Template Packager Wizard displays. On the Welcome page, click Next.
5. On the Global Options page, enter an output file destination and template name. Click Finish.

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Step 2: Download

Step 2: Download the update

Prerequisites

• Ensure that you have CaseWare Working Papers version 2017 or later installed. You can find your current version information under File | Help. If your office has not yet upgraded to Working Papers 2017 or later, sign into MyCaseWare and download the Working Papers installation file from Software Downloads.

Procedure

1. Sign in to MyCaseWare.
2. Click Support Downloads.
3. Click Audit.
4. Locate the template update and click Download to download the installation file.

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Step 3: Update

Step 3: Update your master template

Updates can be installed on the template author’s copy of the master template. After updating, you can review the changes, make further customizations if necessary, and repackage the master template.

Staff should install the firm’s repackaged master template that includes the update rather than the update itself. If your firm does not make any customizations to the master template, then staff can install the update file.

Procedure

1. Locate the update file that was downloaded from MyCaseWare, then double-click it to launch the installation wizard.
2. On the Welcome screen, click Next to continue.
3. Accept the End User License Agreement, then click Next.
4. We recommend using the default Program Folder and Document Library file paths. Click Finish.
5. The update will begin installation.
   
   When complete, the dialog will indicate a successful installation. Click Close.

Note

• Updating the master template can take up to 30 minutes to complete.
• The order of documents that appears in the document manager has been streamlined for ease of use. Since changes to the Document Manager could be extensive, the update may also include the rearrangement of the document manager in your master file. Any firm authored folders or documents will appear either the top of the document manager or at the top of their respective folder.
• The template author should review the Document Manager and perform a one-time rearrangement of documents if needed. Engagement files will not be rearranged, with the exception of any new files appearing at the top of the Document Manager.

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Step 4: Repackage

Step 4: Repackage the customized template

If you have made any customizations to the master template, you must Repackage the template and distribute the resulting template package (.cwp) file to your staff for installation.

>>How Do I?

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Step 5: Update client files

Step 5: Update your client files for a new year

After completing an engagement file, you should perform a year-end close to prepare for the following year. You should also apply any updates to client files before beginning work for the new year.

>>How Do I?

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