How to copy components from another file or template

Prerequisites:

1. Ensure you have a backup of the file and close your financial statements in CaseView.

Copy components

• Select File | Copy Components
• The Copy Components Wizard will appear | Select the type |  Next
• Select the tab for file, template or recent to select the file that you are copying from
• Then click on Next

• Select The following components  | Tick the checkbox of the components you would like to copy from this file.
• A view of the document manager will appear in the right window, however this will be greyed out until the above steps is performed
• Select Deselect All | Then tick the checkboxes the documents you would like to copy. ( * NOTE: Click the Deselect All button to ensure that pre-selected documents are deselected)

 

• Once the components and documents have been selected click Next
• A Clearing Components section will appear, to select which components you wish to clear in the destination file. Do not tick any of the boxes.
• Click Next | Finish

• A dialogue will appear requesting to login to the file you wish to copy from.
• Please login the requested file with the relevant login credentials (The default login credential is sup for both the User Name and password).
• Click OK once

What to do when copying formatting (firm settings) across Caseware files?

  Instructions:

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