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 Installation and Setup

Firewall submission URL Allow list

Below is a list of URLs that your IT department will need to allow in order for CaseView to connect to the Online Taxonomies, Companies House and HMRC: Taxonomies – (for tagging) Read More

Guide to moving Caseware SQL datastore to new SQL server

1. Backup the database on the old SQL server.   2. The backup can be located in c:\Program Files\Microsoft SQL Server\MSSQL10.IRISPRACTICE\MSSQL\Backup\   3. Copy this to the same location on the new SQL server. 4. On... Read More

How do I check what ePack levels I have installed?

1. In order to check what ePacks you have installed, select the Home icon to navigate to your Digital Dashboard.   2. Once the Digital Dashboard has loaded, use the Other docs dropdown menu to select Support information.   3. The dashboard will... Read More

How to create a new Caseware Engagement

1. Run Caseware Working Papers from the icon on your Desktop (or from Start>All Programs>CaseWare Applications).2. Click New and the Create a New File screen will display. 3. Type in the file name in the field shown below. This can be an entity... Read More

How to distribute a custom template

If a custom template has been created on one machine and are ready to distribute to other colleagues, Caseware offers a packaging process.   In this example, it will show distributing a Custom Company Template to the rest of the company using the... Read More

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