Protection

It will be necessary to use a Data Store with Caseware if one or more of the following is true: You want the protection system on all computers in your firm to have access to a common list of users and global groups. You want Tracker on all... Read More

1. Open Caseware Working Papers, but do not open a Caseware file. 2. Open Protection Setup and login using your admin credentials. Refer to your superuser if you do not have these credentials.   3. Once logged in, select the group that needs to... Read More

There are three ways to check to see if your data store is online. 1. In the bottom-right corner of Caseware Working Papers, right-click on the yellow folder and left-click Properties.   2. The status will show if the data store is online or... Read More

1. Open Caseware Working Papers, but do not open a CaseWare file.   2. Open Protection Setup and login using your admin credentials. Please refer to your superuser if you do not have these credentials.   3. Once logged in, select the user... Read More

We highly recommended that you take a backup of your Caseware file before proceeding with copying the security and protection settings into the file. For guidance on creating a backup, click here. 1. With your Caseware destination file open,... Read More

Working Papers provides the functionality to lock down a Caseware file (prohibiting any changes to the file), with the option to implement it instantly or at a pre-determined date. Please note: Once the accounts have been locked, although you can... Read More

The permissions to view/amend sign off roles are located in Protection Setup. 1. To access Protection Setup, close all CaseWare files and click the Protection Setup tab (outside of a file) in Caseware Working Papers. 2. Right-click on the group that... Read More

For information about how to setup Working Papers Cloud security, take a look at this QuickVid. Visit our Client Services YouTube Channel for more QuickVids. Read More

Follow these steps to lock a Caseware file's history and prevent users from amending it: 1. Open Caseware Working Papers but do not open a Caseware file. 2. Open Protection Setup and login using your admin credentials. Please refer to your... Read More

The Active Directory Import allows users contained in the Windows Active Directory to be imported into the Working Papers user list. In addition to the user name, additional information such as the user's last name will be brought in. A user... Read More