How to Export CaseWare Documents to a PDF/Excel Document

There are three methods available for the user to export documents to a non-CaseWare user for review. 

  • Save as PDF File
  • Save as Web Pages; or
  • Save as Excel File.


Save as PDF File

The Save as PDF File feature converts a copy of the entire engagement file into an individual PDF document. This gives the user the ability of sending a read-only export of their whole engagement. 

Procedure:

  1. From the Engagement tab, select Save As > Save as PDF File... The 'PDF Export' dialog will appear.
  2. Select the documents you wish to include in the PDF document.
  3. Click the Add button to include the selected documents.
  4. Click Export to begin saving the PDF.
 
Print Batch/Bulk PDFs

To print batch/bulk documents into separate PDFs, go to Engagement Tab and select Print Batch.

 


Save as Web Pages

The Save as Web Pages features converts a copy of the entire engagement file into a web page format (i.e. Internet Explorer). This gives the user the ability to run the export of the engagement file as a web page, navigating with the Internet Explorer tools. 
  
Procedure:

  1. From the Engagement tab, select Save As > Save as Web Pages. The appropriate screen will appear.
  2. Identify the name and location, where you wish to export the web pages on your PC / Network. 
  3. Click Save. CaseWare will then export every document to the specified location as a web page. 
  4. To use the web-page export you need to open the lead web-page (which will be the name specified for the export). 
  5. The HTML page will be structured in the same format as the document manager.
  6. Each document can be opened by a single click.

Save as Excel file

The Save as Excel feature converts a copy of the entire engagement file into an individual Excel document. This gives the user the ability of sending a read-only export of their whole engagement. 
  
Procedure:

1. From the Engagement tab, select Save As > Save as Excel File. The 'Choose Directory' dialog will appear.

2. Click Browse, to identify the name and location, where you wish to export the excel documents on your PC / Network.

3. Click OK, to export as Excel.

Note: 

  • You can modify the PDF properties (to include security and include document numbers as bookmarks) by clicking the Properties button.
  • The duration of creating the PDF can take between 10 - 15 minutes. The time does depends on the size or location (network may be slower) of the Engagement file.
  • Document Reference Annotations cannot be used to navigate in the HTML or PDF file.
  • Save as Excel will only export the automatic documents.
Attached Files
There are no attachments for this article.
Related Articles
How do I drill down to the adjusting journal detail within an Automatic Document?
Viewed 2809 times since Thu, Jun 19, 2014
How can I Identify invalid sign offs after enabling Role dependencies?
Viewed 2068 times since Fri, Jun 20, 2014
Rename CaseWare Engagement Files
Viewed 20580 times since Tue, Jun 17, 2014
What is meant by ’Fully Completed Documents’ in CaseWare?
Viewed 3104 times since Thu, Jun 19, 2014
How to convert multiple CaseWare Documents into a single PDF File
Viewed 2852 times since Wed, Jun 18, 2014
MENU