How to update your existing firm template

  Instructions:

Update your existing firm template 

1. Install your previous firm template 
2. Open the previous firm template in Caseware 
   • Go to Tools | Templates then double click the old firm template for it to open 
3. Do not update your file yet.
   • Click cancel if prompted to update your file 
4. Open the financials of your old firm template 
   • Run menu select Options | Enable special features
   • Enter GetAllContent 

5. Enable all Probe Sections - click here for guidance.
6. Once the process is completed you should save and backup this file 

• Uninstall all templates
• Delete extra components/sanitise 
• Install the latest template from Caseware Africa
• Rename the backed up file in step 5 – follow these naming convention guidelines 
• Update the new firm template  
• Download and add the firm template wizard
  • Login will be required to access the download, please ensure you have a Community login. 
  • Click here  for information on requesting a community login if you don't have one.

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