Step 2 - Downloading and Installing From the website to the Update Directory
Next you will download a PACTUpdate.exe. Click the button next to Step 2, your default browser will open and prompt you to login into my.caseware.com
Click on the button entitled Software Download. You will be presented with all your Caseware subscriptions. Scroll down to the section entitled MyCaseware - Templates. Choose the item Jazzit Practice Management Advisory and Tax Checklists. You will be taken to the product's individual page, click on Download Templates.
The Download Templates pane will open. Click on download link for JazzitPACTUpdate.exe.
Depending on your internet browser setup, you will be prompted to either run the file immediately or the file will save to the designated/specified download folder.
If the file was saved, open/run the JazzitPACTUpdate.exe file from the download folder.
Running the file will start an installation wizard. You may also get security prompts, click to approve them.
Follow the installation wizard. Note the following:
Select the folder that you want to install the PACTUpdate folder. A folder called PACTUpdate will be created in the selected folder during installation. Manually creating a ‘PACTUpdate’ folder is not necessary. The PACTUpdate contains the files necessary to update PACT Compilation KLIB.
Security measures may prevent you selecting remote/server drives from the installer. If that’s the case, install the Update Directory on the local drive (C:) and move it using File Explorer afterwards.
Example: The PACTUpdate folder was automatically created when “C:\Program Files (x86)\caseware\data” was selected as the install location.
b. When you download the PACTUpdate.exe again during the next update, installing to the same location will OVERWRITE the created PACTUpdate folder. You don’t have to delete the PACTUpdate folder.
Make sure to only select the root directory where the existing PACTUpdate is saved, i.e. C:\Program Files (x86)\Caseware\Data. Do not manually create a PACTUpdate folder. Otherwise a 2ndPACTUpdate folder will be created inside the created PACTUpdate folder.
