Open the client file in Caseware. At this point it is advisable to make a back-up of the client file using the File > Backup option in Caseware.

Open the control document (PTKEY) and make sure that you are connected to the new Resource Centre (PACT Compilation KLIB).

Update the document control from the Resource Centre if the yellow warning indicator appears next to the Status option.

 

 

Click on the Set to default button to bring through the Staff names entered in the Resource Centre Document Control (PTKEY).

The next section is the Diagnostics report. This report shows a comparison between the current file and the Resource Centre. The yellow status indicator () will appear next to the documents that need to be updated from the Resource Centre.

You can filter to only show documents that need to be updated within the client file by selecting Show all available updates for PACT documents found in this file from the popup menu.

 

 

To update the documents, click on the yellow status indicator (). This will take you to the selected document. Click on the Update from Resource Centre button to update the document. Repeat the process for each indicated document.

Documents that have been removed from the standard will be highlighted. These documents should be deleted via the Document Manager in the client file.

 

 

New documents that have been added to the Resource Centre will not have a date in the Client file version column and the Document not found diagnostic will show. This means that the document needs to be added to the Document Manager using Copy Components.