Look for the CaseWare file by doing a search or by applying a filter.Open the relevant Contact Details or Job Details page and click the Documents tab.
To locate the CaseWare Files in CCH iFirm, proceed as follows: Note: A compressed CaseWare file is identified with the extension “.ac_”.īack to top Upload CaseWare files to CCH iFirm jobs and contactsįor information on how to upload a CaseWare file to a CCH iFirm job or contact, please refer to the Manage Files page.īack to top Locate CaseWare files in CCH iFirm From the Auto Compress list, select Prompt then click OK.In CaseWare Working Papers, click Tools > Options and select General in the Options dialog box.To be prompted before you close a CaseWare file, proceed as follows: You may want to be prompted to compress the file. However, you may not want to go through the compressing process every time you close a CaseWare file. It is suggested to always compress CaseWare files before uploading them to CCH iFirm. These settings cannot be modified while a CaseWare file is opened in the shared location.īack to top Compress CaseWare files to upload to CCH iFirm Select the Ignore shared location checkbox if CaseWare files are meant to be used by one user at a time.Note: It is important to give users the read and write access rights to this shared location. In the Network Shared location for CaseWare box, enter your firm's shared network location for CaseWare files.Click Settings > Documents > CaseWare Settings.To work simultaneously in CaseWare files, proceed as follows: Upload CaseWare files to CCH iFirm jobs and contacts.Compress CaseWare files to upload to CCH iFirm.
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