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.