Install Financials

The method for installing and distributing Caseware Financials is dependent on your organization's intended use of the template. For a streamlined solution you can install the default template with Caseware's content. For a personalized solution template authors can customize a template with firm specific content.

Prerequisites:

  • The Financials template must be installed on each workstation where it is to be used. Financials currently does not support a network installation.
  • Close all other programs and disable any anti-virus software before you install Financials. Most anti-virus software interferes with the copying process of the installer.

To install the default Financials template:

  1. Download the Financials .cwp file from MyCaseware.
  2. Double-click the downloaded .cwp file to launch the Installation Wizard. Click Next.
  3. Agree to the EULA, then click Next.
  4. In the Program Folder field, enter or browse for the location of your Working Papers installation. In the Template Folder field, enter or browse for the location of your Template folder. We recommend using the default paths for these fields.
  5. Click Finish to install the template. A Getting Started page will display when the installation is complete. Click Close.

The default Financials template is installed to your computer. You can access Financials in Working Papers from File | Templates or Tools | Templates. If your firm will be customizing the Financials template, template authors can proceed to customize the default Financials template.

To install the default Financials template for customization:

  1. After you install the default Financials template, template authors can review the content included in the master template. If the firm prefers to use the default content, you can distribute the original Financials .cwp file to your users. If the firm prefers a personalized template, ensure the default Financials template is installed to the template author's local workstation.

    Note: Template authors are responsible for making template customizations according to the needs of the firm. To make changes to the master template, template authors must run both Working Papers and Financials on their local machine.

  2. Customize the master template according to your firm's standards.
  3. Repackage the customized template. If a template re-installation is necessary, ensure to back up all customizations by repackaging it. Do not reinstall the default template from MyCaseware, as it will overwrite all customizations.

You can now distribute the custom Financials template. Users can proceed to install the custom Financials template.

To install a custom Financials template:

  1. Using Windows Explorer, locate the custom Financials .cwp file. Your template author should provide the location of this file.
  2. Double-click the .cwp file to launch the Installation Wizard. Click Next.
  3. Agree to the EULA, then click Next.
  4. Keep the existing default paths, then click Next.
  5. Click Finish, then click Close.

The custom Financials template has been installed. You are now ready to create a file based on the Financials template.