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FAQ

Probe | How to import the planning documents from the prior year audit file

Published:  09/12/2016
  • In the document manager, go to the Firm template and set up folder
  • open document number 10.10.02
  • Select the Import Data tab
  • The Import data from other file dialogue will appear
 
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  • Select the checkbox of the documents you would like to import data from
  • Then click on the Browse button and select the Caseware file containing the data you would like to import
  • The shortcut for finding the Caseware file in the Choose File Upload dialogue is to type  *.ac 

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  • ​Once the Caseware file is selected click Open
  • The import wizard screen will appear indicating that the information is being imported
  • Once the import is complete, the Import data dialogue appear indicating you have successfully imported your data

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  Instructions:

How to import the planning documents from the prior year audit file.
 
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