How to add a Working Papers document Saved as PDF format to the Document Manager

Within CaseWare Working Papers, the 'Save As PDF' feature allows for any CaseWare document that is saved in pdf format, to be automatically added to Document Manager.
To do this:

  1. Right click on the appropriate document, and select Save As PDF File... to display the 'Save As PDF' dialog.
  2. Within 'Choose a location for the PDF documents' tick the Add to client file and document manager check-box.
  3. Click the OK button.

The pdf document will be inserted directly below the Working Papers document it was based on.

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