How to Export CaseWare Documents to a PDF or Excel Document

How to Export CaseWare Documents to a PDF or Excel Document

There are three methods available for the user to export documents to a non-CaseWare user for review. 

- Save as PDF File; 

- Save as Web Pages; or

- Save as Excel File.

Save as PDF File

The Save as PDF File feature converts a copy of the entire engagement file into an individual PDF document. This gives the user the ability of sending a read-only export of their whole engagement. 

1. From the Engagement tab, select Save As > Save as PDF File... The 'PDF Export' dialog will appear.

2. Select the documents you wish to include in the PDF document.



3. Click the Add button to include the selected documents.

4. Click Export to begin saving the PDF.

Print Batch/Bulk PDFs

1. To print batch/bulk documents into separate PDFs, go to Engagement Tab and select Print Batch.

Save as Web Pages

The Save as Web Pages features converts a copy of the entire engagement file into a web page format (i.e. Internet Explorer). This gives the user the ability to run the export of the engagement file as a web page, navigating with the Internet Explorer tools. 

1. From the Engagement tab, select Save As > Save as Web Pages. The appropriate screen will appear.

2. Identify the name and location, where you wish to export the web pages on your PC / Network. 

3. Click Save. CaseWare will then export every document to the specified location as a web page. 

4. To use the web-page export you need to open the lead web-page (which will be the name specified for the export). 

5. The HTML page will be structured in the same format as the document manager.



6. Each document can be opened by a single click.

Save as Excel file

The Save as Excel feature converts a copy of the entire engagement file into an individual Excel document. This gives the user the ability of sending a read-only export of their whole engagement. 

1. From the Engagement tab, select Save As > Save as Excel File. The 'Choose Directory' dialog will appear.

2. Click Browse, to identify the name and location, where you wish to export the excel documents on your PC / Network.



3. Click OK, to export as Excel.

Note: You can modify the PDF properties (to include security and include document numbers as bookmarks) by clicking the Properties button.

Note: The duration of creating the PDF can take between 10 - 15 minutes. The time does depend on the size or location (network may be slower) of the Engagement file.

Note: Document Reference Annotations cannot be used to navigate in the HTML or PDF file.

Note: Save as Excel will only export the automatic documents.

    • Related Articles

    • Can CaseWare documents be exported to Microsoft Word & Excel

      CaseWare Working Papers allows users to export CaseWare type documents to Microsoft products. Automatic Documents can be exported to Microsoft Excel. CaseView Documents can be exported to Microsoft Word. Automatic Documents To export automatic ...

    • How to Export and Merge Documents into a PDF Document?

      When performing interim or planning procedures in a CaseWare engagement file, users have the option to import a trial balance for that interim period (i.e. less that 12 months of data).  Therefore all leadsheets, trial balance and analytical review ...

    • How to add a Hyperlink Annotation reference to a Bookmark/Cell/Page in Word/Excel/PDF

      CaseWare Hyperlink Annotations allow users to reference Bookmarks within a Word document and Cells within an Excel spreadsheet and Page number in PDF document. Note: Word / Excel documents must be included within the document manager for this to ...

    • Opening Microsoft Office documents

      When you choose to open a Microsoft Office document for the first time, you may be presented with this Option here. Open in Office: Selecting this option will open your document (either in Word or Excel) with a direct link connected to CaseWare ...

    • How to Export the Financial Statements into Microsoft Word

      To export Financial Statements to Microsoft Word, follow the procedure below: 1. Open your Financial Statements. 2. From the File tab, select Export > Rich Text Format. 3. In the File Name enter the name of the RTF file. 4. Click Save.