PEG Template Installation - New User
The Caseware/CPA Canada PEG template is designed for use with Caseware Working Papers. We recommend a license administrator install the template to your workstation.
Prerequisites
- Ensure that your workstation meets all the system requirements for the Caseware/CPA Canada PEG template.
- You MUST install the template on your local workstation in the sub-directory of your Caseware installation, typically C:\Program Files (x86)\Caseware\. Network installation is not supported.
- If you have an existing master template, we recommend you follow the template installation steps for existing users.
To download the PEG template from MyCaseware:
- Log in to your MyCaseware account.
- On the Dashboard, click Software Downloads.
- On the Templates tab, locate the version of Caseware PEG you want to install, then click Download.
The installation file is downloaded to your workstation.
To install the PEG template:
- Locate the installation file, then double-click the .cwp file to launch the installation wizard.
- If the User Account Control (UAC) prompt displays enter your credentials, then click Yes.
- On the Welcome screen, click Next to continue.
- Accept the End User License Agreement, then click Next.
- Use the default Program Folder and Document Library file paths. Click Finish.
- The template will begin installation. When complete, the dialog will indicate a successful installation. Click Close.
You have installed the PEG template. You're now ready to proceed to creating client files.
