Manage files

Manage all of your organization's Working Papers files from a single location with Caseware Tracker. Tracker lists all the Working Papers files (.ac and .ac_) you have accessed or scanned from a specified directory. Each time you open a new file in Working Papers, it is automatically added to Tracker.

To scan Working Papers files into Tracker:

  1. On the menu, click Tools | Scan for Files, or on the toolbar, click the Scan for Files icon.
  2. Navigate to the folder that you want to scan for Working Papers files. Click Select Folder.

The folder is scanned for Working Papers files, which are added to the Engagements pane of Tracker. After scanning your Working Papers files into Tracker, you can perform the following actions:

Action Description
Create a new file

Create a new file in Working Papers. After creating the file, it is automatically added to Tracker.

  • On the menu, click File | New.
  • On the Toolbar, click the New icon.
  • Right-click a file and click New.
Create a sync copy

Create a new sync copy of a file.

  • Select a non-sync file and click File | New Sync.
  • Select a non-sync file, then on the Toolbar, click the New Sync icon.
  • Right-click a non-sync file and click New Sync.
Open a file

Open the file in Working Papers.

  • Select the file and click File | Open.
  • Select the file, then on the Toolbar, click the Open icon.
  • Right-click the file and click Open.
  • Double-click the file.
Convert a file

Convert one or multiple files to the version of Working Papers that is installed on the workstation.

  • Select the file or files and click File | Convert.
  • Select the file or files, then on the Toolbar, click the Convert icon.
  • Select the file or files, then right-click a file and click Convert.
Compress a file

Compress one or multiple files to save space on your local disk or network.

  • Select the file or files and click File | Compress.
  • Select the file or files, then on the Toolbar, click the Compress icon.
  • Select the file or files, then right-click a file and click Compress.

You can select whether to include backup (.BAK) files and sub-folders in the compressed file.

Uncompress a file

Uncompress one or multiple compressed files that you need to work on.

  • Select the compressed file or files and click File | Uncompress.
  • Select the compressed file or files, then on the Toolbar, click the Uncompress icon.
  • Select the compressed file or files, then right-click a file and click Uncompress.
  • Open a compressed file.
Move a file

Move one or multiple files to a new folder, while retaining any file linkages.

  • Select the file or files and click File | Move.
  • Select the file or files, then on the Toolbar, click the Move icon.
  • Select the file or files, then right-click a file and click Move.

Select the new folder where the file(s) will be moved.

Remove a file

Remove one or multiple files from the Engagements pane in Tracker. Removing a file does not delete it from your local disk or network. If you want to remove a file from your view that is part of the data store, we suggest you hide the file instead.

  • Select the file or files and click File | Remove.
  • Select the file or files, then on the Toolbar, click the Remove icon.
  • Select the file or files, then right-click a file and click Remove.
  • Select the file or files, then press Delete on your keyboard.

You can restore all removed files by performing a new file scan.

Year End Close

Perform a year end close on one or multiple files.

  • Select the file or files, then right-click a file and click Year End Close.

Complete the options in the Year End Close and Roll Forward dialog, then click Start to proceed.

Note: When performing a year end close in Tracker, you cannot modify the R/E Account Number and Account Number fields.

Publish a file

Publish one or multiple files to a connected SmartSync Server.

  • Select the file or files, then right-click a file and click Publish.

Select the server and location where you want to publish the file.

Assign users to a file

Assign one or multiple users to a protected file to permit them access.

  • Right-click a file and click Assign Users.

Add the users and groups you want to assign to the file.

Manage protection for a file

Enable or disable protection for one or multiple files.

  • Select the file or files, then right-click a file and click Turn Protection | On/Off.
Queue a file for synchronization

Synchronize a file with the SmartSync parent file.

  • Select one or multiple sync files, then right-click a sync file and click Queue for Synchronization.

Synchronization progress displays in the Output pane.

Delete the local child copy of a file

Synchronize changes to the parent file, then delete the local child copy of one or multiple files.

  • Select one or multiple sync files, then right-click a sync file and click Delete Local Child Copy.
View the SmartSync properties of a file

View the properties of a SmartSync file, including the user, last accessed date, completion percentage, and SmartSync heirarchy.

  • Right-click a sync file and click SmartSync Properties.
Export a file to Excel

Export one or multiple files to Microsoft Excel.

  • Select one or multiple files, then right-click a file and click Export to Excel.

Tracker file options

You can specify additional settings for Tracker files by clicking Tools | Options.

General

Customize how you want to display files in the Engagements pane from the General tab.

Option Description
Display SmartSync copies under location field

Display the local path of child copies and additional properties under the Location column of the SmartSync Server view.

You must restart Tracker for this setting to take effect.

Perform File Validation

Verify that the current user can access each file in Tracker. By default, accessible files display in black text and inaccessible files display in gray text.

File validation may temporarily affect Tracker performance. You must restart Tracker for this setting to take effect.

Cache Information

Temporarily cache Tracker information locally on your workstation. Click Delete Cache to delete the cache.

You must restart Tracker for this setting to take effect.

Log file

You can track the history of changes to your Working Papers files from the log file. The log file records detailed information of each event as it occurs.

Option Description
Log file path The location on your workstation where the log file is saved. Click Browse to select a new location.
SmartSync Server Commands

Select the commands that you want to include in the log file.

SmartSync Server commands affect files on a connected SmartSync Server. When a user performs one of these commands, a record is generated in the log that contains the file name, location, time, and result.

Local Commands

Select the commands that you want to include in the log file.

Local commands affect files on a local workstation. When a user performs one of these commands, a record is generated in the log that contains the file name, location, time, and result.

Download Commands

Select the commands that you want to include in the log file.

Download commands create new files on a local workstation or connected SmartSync Server. When a user performs one of these commands, a record is generated in the log that contains the file name, location, time, and result.

Other

Customize miscellaneous settings from the Other tab.

Option Description
Date format

Select the date format to use in the next year file. A date is appended to the next year file using this format (unless specified otherwise).

Perform background verification of file conversions

Select to verify that all files in a bulk conversion are successfully converted. Enabling this option will increase overall conversion time.