• Caseware SmartSync
  • About SmartSync
  • About SmartSync on Citrix and terminal servers
  • About SmartSync Server
  • Differences between SmartSync and non-SmartSync
  • Peer-to-peer synchronization
  • SmartSync extension index
  • Sync Log
  • Synchronization properties
  • Test SmartSync connectivity
  • Troubleshooting SmartSync
  • SmartSync: Getting started guide
  • Specify the default synchronization behavior
  • Create a sync copy
  • Manage sync copies
  • Manage the parent file
  • Lock documents for exclusive use
  • Repair a SmartSync file
  • Resolve synchronization conflicts
  • Work offline

Differences between SmartSync and non-SmartSync

The following describes the interface differences between a SmartSync and non-SmartSync version of Caseware Working Papers. For more information on the functionality of SmartSync, see About SmartSync.

• File | Open
• Open Existing File
• SmartSync tab
• Tools | Options dialog
• Sign Out and Sign In
• Check Out and Check In
• Right-click (Context) menu
• User List
• Synchronization Status
• Recycle Bin

File | Open

SmartSync

• Files that utilize SmartSync functionality display a sync status icon, indicating that they are synchronizing with a parent file.

  

• The local sync status of your files displays at the bottom of the window, indicating how many files are fully synchronized with the parent file.

  

• Under the Places heading, there is a SmartSync Server option that displays a list of files hosted by your firm on a SmartSync Server.

  

• If your copy of Working Papers is integrated with one or more Caseware Cloud sites, there is a Caseware Cloud option that you can use to search for engagement files in your firm's Cloud entities.

  

Non-SmartSync

• SmartSync functionality is not present. File synchronization and SmartSync Server/Caseware Cloud integration is unavailable.

  

Open Existing File

SmartSync

• When you browse existing files on your computer, the Open Existing File dialog includes a Create a Synchronized Copy option. Selecting this option and then opening a Working Papers file automatically creates a sync copy for you to work in.

  

Non-SmartSync

• The Create a Synchronized Copy option is not present.

  

SmartSync tab

SmartSync

• A SmartSync tab displays in the Ribbon. It includes functions related to using SmartSync and managing your sync copy. For more information, see SmartSync tab.

  

Non-SmartSync

• The SmartSync tab is not present.

  

Tools | Options dialog

SmartSync

• On the General tab, you can customize options related to SmartSync's startup behaviour, document synchronization and event logging.

  

• On the Default Paths tab, you can define the default location to store sync copies of your files.

  

• On the Advanced tab, you can specify the default synchronization behaviour of your sync copies.

  

Non-SmartSync

• On the General tab, the SmartSync options are not present.

  

• On the Default Paths tab, the SmartSync Path field is not present.

  

• On the Advanced tab, the Default Document Synchronization Behaviour options are not present.

  

Sign Out and Sign In

SmartSync

• The Sign Out and Sign In functions are disabled. SmartSync enables multiple users to access files simultaneously.

  

Non-SmartSync

• The Sign Out and Sign In functions are enabled.

  

Check Out and Check In

SmartSync

• The Check Out and Check In functions are disabled. SmartSync enables multiple users to access documents simultaneously.

  

Non-SmartSync

• The Check Out and Check In functions are enabled.

  

Right-click (context) menu

SmartSync

• When you right-click an external document (Excel, Word, PDF, etc.) in the Document Manager, the Show Versions and Sync Now options are available.

  

Non-SmartSync

• When you right-click an external document (Excel, Word, PDF, etc.) in the Document Manager, the Check Out and Check In options are available.

  

User List

SmartSync

• A User List pane displays in the main Working Papers view with a list of users that are working the same file.

  

Non-SmartSync

• The User List pane is not present.

  

Synchronization Status

SmartSync

• The Working Papers Status Bar includes a Synchronization Status menu that displays the current status of your sync copy. Clicking on this menu displays a list of additional options.

  

Non-SmartSync

• The Synchronization Status menu is not present.

  

Recycle Bin

SmartSync

• The Recycle Bin is disabled. Documents you delete are moved to the Windows Recycle Bin on your local machine and can be restored by dragging them back into the Document Manager. Document removal and restoration automatically synchronizes to the parent file and other sync copies.

  

Non-SmartSync

• The Recycle Bin temporarily stores deleted documents from the open Working Papers file. It is located under the Document Manager.