Creating and Opening Files

How Do I?

Open Files

• Opening a Client File on Your Local Machine or the Network
• Opening the SmartSync Top Level Parent File
• Opening a Synchronized Copy of a File

Create a Sync Copy

• Creating a Sync Copy

Create a New File

• Creating a Working Papers File from Scratch
• Creating a Working Papers File from an Existing file
• Creating a Working Papers File from a Template
• Creating a Working Papers File Using the Copy Components Wizard

Rename a File

• Renaming a File

More Info >>

• Creating and Opening Files

  Working Papers offers a client files interface that provides seamless access to client files and client data on your computer or company server.

• File Conversion

  When you open existing files and templates from prior versions of Working Papers for the first time they will be converted to your current version of Working Papers. Once converted, the files are no longer accessible from earlier versions of Working Papers.

Reference >>

• New File From Client Data Wizard

  The New File From Client Data Wizard enables you to create a new client file from a client data file, an existing file, or a file from other accounting packages.

• Working Papers Welcome Screen

  A detailed showing of the first screen you see once you start-u up CaseWare Working Papers.

• Import index

  The import feature is the fastest method to transfer your client’s data into the Working Papers file. Working Papers allows you to import general ledger detail or trial balance information from a variety of popular accounting software packages.