How to Create / Edit a New / Existing Document Filter in CaseWare?

CaseWare Working Papers allows users to create their own Document Filters using the Filter Manager.

Follow the steps below to create a new filter:

  1. In the Document Manager, click View | Filter By. Select the Filter Manager
  2. Click the New button.
  3. Enter a name for the new filter in the Name field and to begin building a filter, click the Edit button.
  4. On the Simple Filter tab, select the various criteria for the filter. When complete, click OK
  5. Click OK to save your filter.
  6. Click OK to close the Filter Manage.


CaseWare Working Papers allows users to edit both custom and default Document Filters using the Filter Manager.

To edit a filter:

  1. In the Document Manager, click View | Filter By. Select the Filter Manager
  2. Select an existing filter in the listing and click Edit.
  3. The existing filter equation will be displayed. Click Edit.
  4. Modify the filter as required.
  5. Once complete, click OK twice to return to the Filter Manager.
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