How to create a new file for your firm template?
Answer:
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In Windows file explorer go to your Caseware directory. Usually C:\Program Files (x86)\Caseware\Template\
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Copy the file template you want to make into your data folder. C:\Program Files (x86)\Caseware\Data
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Now open up Caseware Working Papers and click rename file
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Browse to the file you want to rename
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N.B. You can see our best practice on naming convention here.
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Tick the box to generate a new identifier
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