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Template Installation

Step 1: Download

Step 1: Download the installation file

Prerequisites

  • Ensure that you have CaseWare Working Papers version 2018 or later installed. 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. An email containing the download link to the Audit International template is provided to your firm’s licensed administrator. Click the link in the email to access the download page, then click Download.

    Note: When saving the .cwp file to your computer, do not change the file name, as it can result in installation issues.

  2. Navigate to the location where you saved the downloaded .cwp file, then move the .cwp file to a secure location.

Proceed to Next Step

Step 2: Install

Step 2: Install the template

Note: Do not install a full copy of the template over an existing template. Doing so will overwrite any customizations that have been made to the template.

Procedure

  1. To launch the installation wizard, double-click the .cwp file you downloaded in the previous step.
  2. Click Yes when the User account control ("UAC") prompt displays.
  3. On the Welcome screen, click Next to continue.
  4. Accept the End User License Agreement, then click Next.
  5. We recommend using the default Program Folder and Document Library file paths. Click Finish.
  6. The template will begin installation. When complete, the dialog will indicate a successful installation. Click Close.

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Step 3: Create a client file

Step 3: Create a client file

Proceed to Creating Client Files.

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This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.