How to export documents to excel?

Published: 15/02/2018

CaseView Documents cannot be exported to excel, for example Caseware Working Papers does not facilitate an export to excel for the financial statements to ensure the integrity of the financial statements is maintained.

Automatic Documents can be exported to Microsoft Excel, To export Automatic Documents to Microsoft Excel you may use the following steps:

Select the automatic documents you would like to save as an Excel file
Document | Save As | Save as Excel file… or Right click | Save as Excel file…
Select Browse to navigate to the location you would like this document saved
Click OK

Each export will be a snapshot of your automatic document and will not be updated when there is an adjustment to your data in your Caseware file, in order to enable your excel document with this feature you will require Caseware Connector.

Caseware Connector is an optional component for Caseware Working Papers, which allows the user to integrate Caseware engagement file data to MS Excel workbooks and MS Word documents.

Click here for to access the Caseware Connector manual and more information on this component.