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October 2019: CaseWare Tips & Tricks Videos

This month, we're excited to share our latest tips and tricks tutorial. And, in case you missed it, we’ve included a few past highlights. 

What’s New?

How to get the latest CaseWare RCT release updates

CaseWare RCT is always evolving. We periodically add features, improve existing functionality and resolve outstanding issues. To get the latest product changes, you need to update your template. 

Watch the tutorial 

In case You Missed It...

Customize the user interface in CaseWare Cloud 

A custom welcome message creates a professional and cohesive look for your organization. In addition, customers are able to develop a strong first impression and acquire an understanding of the site function. Learn how to incorporate a logo and tailor outgoing emails.

Watch the tutorial

Delete a sync copy in CaseWare Working Papers

How do you make copies of your Working Papers files? If you do it through Windows, you risk corrupting the file. Additionally, if the sync copy was deleted incorrectly and contains any external documents, there will be broken document linkages. Discover how to safely copy files in Working Papers.

Watch the tutorial

Convert DDE Formulas to UDF Formulas using CaseWare Connector

It is recommended that users use only one type of linkage protocol per document. UDF formulas are preferred as they offer greater stability and versatility than DDE formulas. Here’s step-by-step instructions to convert DDE based formulas to UDF based formulas using CaseWare Connector.

Watch the tutorial

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