Template Update Installation

Step 1: Backup

Step 1: Backup your existing master template (optional)

Prior to installing an update, the administrator should make a backup of the 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. In the Template Packager Wizard, click Next.
5. On the Global Options page, select a secure location for your output file and the corresponding client file name. Click Finish.

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Step 2: Download

Step 2: Download the update

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.

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Step 3: Update your master template

Step 3: Update your master template

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

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

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 4: Repackage

Step 4: Repackage your 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 on their workstations.

>>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 clean up the client file and 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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