Confirmation.com - How to get a new version from another CaseView file

Support Escalation
Knowledge Base
Getting Started
eLearning
Training

3

Support Closure | Confirmation - 2026

Confirmation Billing Guides (Effective 1 Nov 2025)

What's New Confirmations 1 Nov 2025

See all

Login

How to get a new version from another CaseView file

Published: 06/09/2023

How to get a new version from another CaseView file

Answer:

1. Ensure you have a backup of the file
2. Open your financial statements
3. Go the heading of the statement or note in blue (as shown below) | Right click | Select Get new version | Other CaseView file

4. Browse to the location of the template or file you want to get a new version from
5. You will see several files. Double click on the one that ends with “FSNG000ZAFS.cvw” and that has the highest amount of KB

6. Select “Replace”

7. Select “Close”

The note or statement will be updated with the version from the other CaseView file.

Rate this article:

Processing...

(Popularity = 1/100, Rating = 0.0/5)

Related Articles

How do I update the Responder Instructions for my institution? (New Version of Confirmation) How to get a new version from library in the financial statements How do I add a new user to my institution (New Version of Confirmation) Can I assign a confirmation request to myself? (New Version of Confirmation) view all...

Search Results

Changing Client Signers on Forms How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation) Adding Financial Forms to a Client Profile Adding Client Signers Can I add different authorised signers to different forms? view all...

Didn't find what you were looking for?

Watch a video

Check out our helpful video guides

Contact Support

Contact our support team

Confirmation.com

For more information, visit: www.confirmation.com

Quick Links

Knowledge Base Privacy Policy Security Regulatory Terms Of Service

Copyright © 2026 | All Rights Reserved