Rename CaseWare Engagement Files

Rename CaseWare Engagement Files

Note the following: 
  • An engagement file cannot be renamed within Windows Explorer.
  • The rename function is not available when you currently have an engagement file open. To rename the file, you would need to be out of the file. (File > Close will return you to the welcome screen).
  • Engagement files will not be able to be renamed if the file has already been published to Cloud or onto your Server. 
To rename non-smart sync engagement files:
Step 1: Launch CaseWare Working Papers.

Step 2: From the File tab, select Rename File. The rename file options will appear on the right.

Step 3: In the Select Client file to rename the field, click the drop-down button to choose the file you wish to rename.

Step 4: In the New Name field, enter the desired name.

Step 5: Select Generate a new identifier for this file.

Step 6: Click the Rename File to rename the selected engagement.

To rename smart-sync engagement files:

If the engagement file has already been published, this feature will not be available. The only way to rename the file is to create a backup (without its sync folders) and republish the file with a different name. You may then replace your originally wrong named file in your server with your correctly named file.
Step 1: Create a backup of the file (do not include the sync folder)

Step 2: Locate, and rename the backup file.

Step 3: Republish the backup file onto the server/cloud and delete the old file from cloud if necessary.

    • Related Articles

    • Create a Cloud engagement

      On question: Does the Cloud engagement already exist? Select: Yes choose the Entities Cloud engagement to transfer data to if the engagement exists. Or No which will prompt navigation to the CaseWare Cloud to create an engagement file if it doesn't ...
    • What is the CaseWare User List

      The CaseWare User List will display all users who are currently in the CaseWare engagement file. As users open and close the engagement file, the user list will automatically refresh to add / remove users as necessary.  Note: The Status bar also ...
    • Caseware 2022 Update Webinar

      The following is a recording of our 2022 Caseware Update webinar, in which Tim Lew and Joe Nagy walk through what is included and how to correctly update your engagement files.  The helpful slide deck is also attached below.
    • Onboarding of staff into CaseWare Cloud

      When you're ready to provide staff with accounts in Cloud, you can begin onboarding procedures. Generally, the procedures are the same for all organization sizes:  1. Create groups based on functional roles and access rights. 2. Create accounts for ...
    • Importing CaseWare Working Papers Engagement Files to IDEA

      To import the engagement files to IDEA: 1. Navigate to the Import option 2. Select Caseware Working papers as an option in the import assistant and click next 3. Click the browse button to select the Working Papers client file path 4. Select the ...