• Repackaging and Distributing
  • Overview
  • Template Updates
  • Repackaging the template
  • Updating the master template

Updating the master template

The following steps describe how to update the master template.

Prerequisites

Before you can update the template, you must specify the template settings and branding, and create the content for the template. Security (protection) must be disabled on templates and client files before they are updated.

Procedure

1. Prior to starting the update, make a backup of the master template. Refer to Repackaging the template for backup for more details.
2. Double-click the update file that you have downloaded from the CaseWare website.
3. Follow the prompts in the Install Template Package dialog to run the update.
4. Leave the Program Folder and Knowledge Library defaults as is, unless you have changed the default library path when the template was first installed
5. At the confirmation dialog, click OK to close the update.
   

   Note:Only one person in the office needs to update the master template. This designated individual (typically the firm author) then repackages and redistributes the template to all users.

Results

The update is now complete.

Note: The update creates a log file in the CaseWare\Scripts folder. If there is a problem with the update, template authors will need to provide the update log to CaseWare Support.

This online help system applies to all Financials products. Not all features are available in all products.