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Creating Client Files

The template can be integrated with your client data in one of three ways:

  • Create a new file based on the template: You can create a new file when no client data exists at the time of creation.

  • Create a new client file from existing client data based on the template: You can create a file based on the data included in an existing Working Papers file or an accounting package.

  • Add to an existing Working Papers client file: You can merge template documents into an existing client file.


  • If security is enabled, a message opens, indicating that security is enabled. A Log In dialog will appear in which you can type your user name and password. You will be required to log in a second time once the creation of the new file is completed.

  • If Working Papers is open, you can launch the Create New File dialog by selecting New from the File menu.

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