- 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).
files will not be able to be renamed if the file has already been
published to Cloud or onto your Server.
rename non-smart sync engagement files:
1: Launch CaseWare Working Papers.
2: From the File tab,
select Rename File. The rename file options will appear on the right.
3: In the Select Client file to rename the field, click the
drop-down button to choose the file you wish to rename.
4: In the New Name field, enter the desired name.
5: Select Generate a new identifier for this file.
Step 6: Click the Rename File to rename the selected
rename smart-sync engagement files:
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.
Create a backup of the file (do not include the sync folder)
Step 2: Locate,
and rename the backup file.