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How To Guide

Attorney Trust Template | How to update your ATA engagement file

Published:  31/03/2017
How to update the engagement file to the latest Probe Attorneys Trust Template

  Instructions:

Before starting the update process please complete the following steps:

  1. Install the latest version of the Probe Attorney Trust Template (There now should only be one Probe Attorney Trust Template in your Templates folder).
    • Click here for more information on Downloading the latest template.
 

What do I do if a lock down and a year end close has been performed?

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What do I do if only a lock down has been performed?

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What do I do if I have not yet locked down the file?

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  • To perform a Year End Close click on Engagement | Year End Close.
  • Important Notice:  Any change in the operating name and/or the year-end date after the file is licensed will lock the documents in the file and will require you to re-license   
  • Click here for more information on how to license your Probe Attorneys Trust Engagement file 
 

What to do if I am updating an engagement file that has already commenced?

  1.  This is not recommended as there may be a potential loss in data, if necessary we do recommend making a backup of your file before commencing with the update process documented below.
 

What to do if I am creating the engagement file for the first engagement?

  1. Ensure that you have installed CaseWare Working Papers 2016.00.181 and the Probe Attorneys Trust Template 2016.21.04
  2. Open CaseWare Working Papers then select File | New
  3. This file will be based on the latest version of the template you have just installed thus no update process is required and the Updates Available dialog box will not appear when opening this file.
    • Click here for detailed steps on how to create a new file in CaseWare Working Papers
  4. Then license your engagement file
    • Click here for more information on how to license your Probe Attorneys Trust Engagement file 

 

The Update process

When opening the new engagement file in CaseWare Working Papers the following Updates available dialog box will appear:

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1. This section will display the version number of the template on which the relevant Engagement file was based and the version number of the latest template that is installed on your computer.  Tick the checkbox to indicate that you want to update your Engagement file to the Template version.
2. If you have already made a backup you will tick this checkbox.  Alternatively, if you have not made a backup, you may click on the hyperlinked word “backup” which will provide you with guidance on performing a backup:

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3. Click on Release Notes to read the Release Notes 
4. Then click on Update to start updating your file
 
The following screen will appear once your file has been updated successfully.  Click on OK to continue working on your updated file.

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