PEG Template Installation - Existing User

Step 1: Backup

Step 1: Backup your existing master template

Prior to installation, 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 installation file

Prerequisites

• Ensure that you have CaseWare Working Papers version 2018 or later installed. You can find your current version information under File | Help. If your office has not yet upgraded to Working Papers 2018 or later, sign into MyCaseWare and download the Working Papers installation file from Software Downloads.

Procedure

1. Sign in to MyCaseWare.
2. Click Software Downloads.
3. Click the Templates tab.
4. Locate your template product and click Download to download the installation file.

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Step 3: Install

Step 3: Install the template

Procedure

1. Locate the installation 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. Ensure Uninstall existing template is checked. Click Finish.

   Note: The CaseWare®/CPA Canada PEG templates currently do not support a network installation. The templates must be installed on each workstation where they are to be used. For more information, refer to the System Requirements.

5. The Uninstall Template wizard is displayed if an existing template is found on your computer. Click Next to uninstall the existing template. When complete, click Close.
6. The template will begin installation. When complete, the dialog will indicate a successful installation. Click Close.

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Step 4: Update client files

Step 4: Update your client files

Proceed to Updating Client Files.

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