How to roll out new documents in your firm using the Document Library

In Caseware Working Papers the Document Library function is used to maintain standards in documents and to manage the content of standard documentation. External documents, such as those that are used as a standard or a template, can be easily added to the Document Manager. For example, standard client letters created in CaseView can reside in the Document Library. Any document within a Caseware Working Papers client file may be part of the library.
 

When distributing new documents in your Caseware Working Papers file that is firm-specific, the best practice is to use one of the following options:

1. If the Document Library is not on the server

1. The firm's Caseware Champion creates the new document
2. Repackages it in the template in question (eg SME).
   • Click here for detailed guidance on how to repackage the firm's template
3. The Champion will then send this template to the IT administrator, they will then set this up as a Silent Install
   • Click here for detailed guidance on how to set up a Silent Install
4. The template then installs in the background on each machine
5. Staff members will drag and drop new document into their file which are automatically populated.

2. If the Document library is on the server

1. The firm's Caseware Champion creates the new document
2. This is then added to the document library on the server
3. On each users machine they change the path to the document library (now points to the server)
4. Staff members will drag and drop new documents into their file which are automatically populated.

Once the Document Library has be updated users at the firm will use the following steps to add a document from the Library to a client file:

1. Click on Document | From Library | Document Library
2. Select the correct library file in the Source dropdown and the full contents of the document manager.
3. Select the document(s) required and click Add

  Instructions:

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