SecWare | What is the difference between entity type and client type on SecWare and how can they be changed?

  Answer:

• A SecWare Entity type is the type of organization as per registration with CIPC and Client Type is a status of the entity on Caseware Time. The Client type is automatically set to other when an entity is created on SecWare and it cannot be changed on SecWare, if integrated with Caseware Time you can change the Client type from Caseware time and the change will apply on SecWare.

• If you are integrated with Caseware Time, login to Caseware Time and open the Entity
• From the entity screen Click on the Type dropdown list to select a type
• Select a type of your choice and click on Close to save changes

• You can now open the entity on SecWare and the Client type will be changed to the one selected on Caseware time

• You have successfully changed the Client type

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