How to create a new file for your firm template

In Windows file explorer go to your Caseware directory. Usually C:\Program Files (x86)\Caseware\Template\ 

Copy the file template you want to make into your data folder. C:\Program Files (x86)\Caseware\Data 

Now open up Caseware Working Papers and click rename file 

1. Browse to the file you want to rename 

Fill in the new name 

N.B. You can see our best practice on naming convention here. 

Tick the box to generate a new identifier 

Click “Rename File”