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FAQ

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

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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

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6. Select “Replace”
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7. Select “Close”
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The note or statement will be updated with the version from the other CaseView file.
 
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