Get ready for our upcoming product updates and releases with these webinar sessions.
Important notice for users submitting Individual Tax Returns on ITM  please click here for further information.

CaseWare Working Papers | How to use a Milestone

Published:  09/12/2016
What are Milestones, what are they used for, and how do they factor in to the History and Lock Down functions in CaseWare Working Papers?


A milestone is a snapshot of a document, but not a full backup. It is an image saved for comparative purposes only. 

The history settings on the Engagement | History | Settings tab lists the various events that could generate a history log entry.  Depending on these settings, a written log can be kept of relevant activity, or a milestone can be created for each event.

It is recommended that a firm examine the History settings and determine the level of detail that they feel is necessary for their files’ audit trail.  Depending on the firm they may even find it necessary to change the History settings at various points of the engagement as part of their audit process.  For example, a firm may want more detail after a manager or partner review.

User-added image

A Milestone can be created using the following steps:

The following History settings combined with manually generated milestones provides a balanced level of detail for a typical client file:

User-added image

Milestones can also be created manually from CaseWare by highlighting any document, right-click or select the Document menu, then select option to save a milestone manually.

User-added image

During lockdown, a milestone is created for every document in the client file.  This is part of the reason the lockdown process can take a significantly longer time to complete than expected.  This series of images can be used later to determine what has changed in the file since the lockdown was completed. 

How to use a Milestone

To make use of a milestone, right-click a document and choose Properties.  Open the History tab and select an event where a milestone was created.  The options to view the milestone or compare it to the document in its current state (changes are now underlined in red) are available as well as the option to delete the milestone from the history.

User-added image

NOTE: Using Milestones will increase the size of your CaseWare Working Papers file.
Milestones are useful for comparative purposes but as they are images of the documents, they tend to take up a bit of space in the client file's database. As a result, the HI.FPT file may become very large, especially if the History settings in the file are set to record too many milestones too often.  

How to clear Milestones:

Should it become necessary to clear the existing milestones, click Engagement | Clean Up and run through the wizard that appears. 
(Popularity = 2/100, Rating = 0.0/5)

Didn't find what you were looking for?

Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
CaseWare and the CaseWare logo, are registered trademarks of CaseWare International Inc. and are licenced for use to CaseWare Africa and Adapt IT. © 2018. All rights reserved.

For more information, visit

If you would like to keep up to date with the latest CaseWare Africa news:

For South Africa clients follow us on:
LinkedIn   Twitter   Facebook   YouTube  

For Nigeria, Kenya, Mauritius and the rest of Africa you can connect with us on:
LinkedIn   Twitter   Facebook   YouTube
Copyright © 2019 | All Rights Reserved