Occasionally you may want to copy filled in checklists from one Caseware file to another. One reason is that the clients are very similar.

 

The CAS 315 links in the PEG Audit templates rely on Caseware's CV Data feature to transfer data between checklists. As a result copying the checklists will usually not transfer the data. You will need to click off the option to transfer CV External Data when copying components. Please see CV Data for more information.

 

Note: You may need to copy in all related in the checklist set for the answers to properly transfer over.