How to create a back-up of a CaseWare File?
Important: It is
recommended that engagement files are backed-up regularly, especially:
- When working at a client site.
- Working on an only copy of the
engagement (e.g. Network).
- Before performing a major
change, such as an import or update of a file.
- When engagement files have
been Signed / Checked out.
To create a back-up
file:
Step
1: From the File tab, select Back
Up to open the
'Back Up' dialog.
Step
2: Select your Backup
location.
a) If your file is
published onto a Smart Sync Server or CaseWare Cloud, you can "Include
Sync Folder" to include your
synchronisation changes made. Selecting this option will also allow your
Back Up file to be connected to the Parent.
Note: If you do not
want your Back Up copy to be reading to the parent, do not select "Include
Sync Folder".
b) Select "Include
Sub Folders" to insert any
sub folders made within the engagement's folder. This is optional.
Step
3: Select Ok, and your Back Up
copy will be made.
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