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Preserving content after updating to ASPE Financials 15.00 with the original patch

Updated:
Oct 26th, 2017

The following procedure preserves any content completed after updating the master template to version 15.00 with the original patch.

Prerequisites:

  • Download the 15.00 patch file.
  • Copy the master library to a secure location.

Procedure:

  1. In Working Papers, click Templates | FinancialsCAD and then Edit.
  2. Open CL Organization Standards. Click Knowledge Library from the left frame.
  3. Click the  icon next to the Knowledge Library folder, navigate to your desktop and click Select Folder.
    1. A zip file called Financials5 Library (today’s date, your initials).zip has been added to your desktop.
    2. Extract the content of this zip file to your desktop for use later.
    3. Close the template.
  4. Re-install ASPE Financials 14.00 from your firm backup. When prompted, click Yes to overwrite the existing version.
    1. Verify that the installed template is version 14.00. In Working Papers, click File | Templates | FinancialsCAD and then Properties to review the version number.
  5. Double-click the 15.00 patch file and run the update. Refer to Updating the Master for additional assistance.
  6. Import previously created content into the updated master template.
    1. In Working Papers, click Templates | FinancialsCAD and then Edit.
    2. Open CL Organization Standards. Click Knowledge Library from the left frame.
    3. Open the Knowledge Library document where content was completed. (e.g. If you added a note, open one of the Notes libraries.)
    4. From the Content Management tab, click Import.
    5. Navigate to your desktop and select the files extracted in step 3.b. Drill down until you reach the Financials5 folder and then click Select Folder.
    6. Choose the content to import by clicking the checkbox next to each item. Click OK.
    7. Note: Repeat steps c - f as necessary for each library document affected.
  7. After applying the update and importing content, repackage and redistribute the updated master template to all users. Refer to Repackaging the template for distribution to users for additional assistance.

Note: Client files that were updated prior to the release of the revised patch do not need to be re-updated.

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