How to send a file into Caseware

If Caseware Support have requested that you send your Caseware file to us, upload this to Sharefile.

Caseware Sharefile is our secure file transfer site and is the preferred method for sending your file to us. Sharefile users can upload files into their own directory online, where the support team can then download the file.

1. Go to https://caseware.sharefile.com/ to log in.

2. Ensure your Caseware file is compressed before uploading to Sharefile. Within Caseware Working Papers, open the File menu and select Save Compressed.

3. Upload your compressed file.

For guidance on how to upload/download via Sharefile, click here.

Note: This option is not available within CaseView and is only accessible within Working Papers. The compressed file will save to the original file location and will be identifiable in Sharefile by the file extension .ac_.

Note: Once you have uploaded your file, please add your case reference number by selecting the file and choosing Add Note under the More menu:

4. Enter your case reference number in the Details text box that appears.

5. Rename the file folder to include the case reference number.

For more information on Sharefile, click here.