You can add documents created in other programs (e.g. Excel, Word, Profile, TaxPrep, etc.) by opening File Explorer and dragging the file from the window to your Caseware Document Manager. When you drag the file from its current location to the Document Manager, using your right mouse button (or secondary button) you will have different options:
Copy the document (creates a copy of the document on the Document Manager but leaves the file in its original location).
Move the document (physically moves the document from its old location onto the Document Manager). This means the file now resides within the same directory as your Caseware file.
Create a short cut to the document in its original location. The downside of this option is that if you move the file to a laptop or different computer, you will not be able to access the document.
Think of your Caseware Document Manager as the “one-stop shopping centre” for all your client documents (regardless of the application in which they were created). When you double-click on the document on the Document Manager, Windows looks at the file type and launches the program and loads the requested document. The reviewer can drilldown to any working paper references made either in the automatic Caseware documents (e.g. leadsheets) or any Jazzit working paper. When you double-click on the reference the application will launch with the document loaded.
There are three key advantages to moving these supporting documents into the Caseware client directory rather than creating only a short cut:
The supporting files will be included in your compressed file when you select File > Save Compressed.
The supporting files will automatically be copied to next year’s folder when you do a year-end close (Engagement > Year-end Close). This allows you to revise the document each year and still be able to return to a prior year’s Caseware file and see the original document.
If you sign out the engagement to your notebook’s hard drive, you will be able to open these documents when you are out of the office.
