• Creating Client Files
  • Creating a Client File
  • General Options
  • Procedure Allocation Maintenance Report - Columns
  • Recommended Folders To Copy
  • Adding Document Library Content
  • Creating a new client file
  • Creating a new client file from existing client data
  • Creating a new file from a client's QuickBooks file

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.

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