Installation and Setup

1. Take the two downloads and extract the data into a folder on the network called Caseware-install (you can use applications such as winrar, winzip or 7zip to do this), then extract the Company Audit & Common Components (if licenced for Audit)... Read More

After SmartSync is enabled, the next step is to configure the installation to integrate with Caseware Cloud. This is configured centrally (see the simple steps below): 1. Open a SmartSync version of Caseware Working Papers from your desktop,... Read More

1. Open Caseware Working Papers and select Register Now. 2. On the next screen, ensure the Stand alone or eDelivery licence option is selected and click Register Now. 3. On the Caseware Working Papers Registration Wizard, select Next on the... Read More

1. Open Caseware Working Papers and, under File, choose Revoke License.   2. Choose the relevant revocation radio button (see below for details) and select Next. Automatic revocation To automatically revoke the license, complete the fields... Read More

If your firm operates over more than one office, you can centrally record the name and address of each office in Caseware. You then have access to these details within each AccountsAdvanced file, saving you having to re-type them every time. 1. To... Read More

To view or amend the default file paths for Caseware, click the Options button beneath the Tools tab in Caseware Working Papers.   Select the Default Paths tab. You can change the default paths by clicking on Browse and locating an alternate path... Read More

Before transferring a license, ensure that you revoke it from the old machine. This makes the license available, allowing you to apply it to a new user and/or machine. For guidance on revoking a standalone license, click here. For guidance on... Read More

Disabling Fairshare will improve Working Papers performance in a Terminal Server/RDS/Citrix environment, this is enabled by default in MS Server 2008 R2, MS Server 2012, and 2016.  We recommend that fairshare for disk is disabled at a minimum. ... Read More

Install the Caseware License Server Administration   Install the Sentinel RMS License Manager 9.5.3 Click on START>All Programs>CaseWare International>License Server>Get Locking Code Highlight and copy the locking code then Email a copy... Read More

Note: The following instructions relate to stand alone environments. If Caseware data is stored on the local c:\drive, ensure that you have a current backup of your Data directory and that you have read any relevant documentation in Readme files... Read More