Install Financials
The method for installing and distributing CaseWare Financials is dependant on your organization's intended use of the template. For an out-of-the-box solution, you can install the default template with CaseWare's content, or, for a personalized solution, you can create a customized template to distribute to your users.
Prerequisites
- Financials must be installed on each workstation where it is to be used. Financials currently does not support a network installation.
- Close all other programs and disable any anti-virus software before you install Financials. Most anti-virus software interferes with the copying process of the installer.
Install the default Financials template
If your organization has not, and does not intend to customize Financials, you can install the default Financials template from MyCaseWare.
To install the default Financials template:
- Download the Financials .cwp file from MyCaseWare.
- Double click the downloaded .cwp file to launch the Installer Wizard.
- Click Next. Agree to the EULA, then click Next.
- In the Program Folder field, enter or browse for the location of your Working Papers installation. In the Template Folder field, enter or browse for the location of your Document Library folder. We recommend using the default paths for these fields.
- Click Finish to install the template. A dialog will display when the installation has completed. Click Close.
The default Financials template is installed to your computer. You can access Financials in Working Papers from File | Templates or Tools | Templates.
Install the Financials template for customization
An organization can customize Financials with their own content and repackage the template for distribution to users. See Installing Financials for customization for installation instructions.
Note: If your organization chooses to customize the Financials template, one individual must be designated as the template author. The template author is responsible for making template customizations to suit the needs of the organization. Multiple template authors can collaborate on the modifications, but all template authors must run both Working Papers and Financials locally. See Collaboration: Template Customization for more information.
Once modifications are complete, the customized and repackaged template serves as the base template that the engagement team will use to create their engagement files.
Install a customized Financials template
A user can install the customized template created by your template author. See Installing the firm-customized Financials template for installation instructions.
Note: If a template re-installation is necessary, ensure that you back up all customizations prior to re-installation. DO NOT reinstall the default template from MyCaseWare as it will overwrite all customizations to the template.
If you have difficulty installing, see Troubleshooting Installations.
