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Requirements:

  • Caseware Working Papers



Overview:

This article will walk you through how to make a local backup copy of a caseware file and how to publish this backup copy to the SmartSync Server. 


You will want to do this if you need a copy of the Caseware file to edit and prepare for use without affecting the server copy


Section 1: Creating a Local Backup


 Section 1: Creating a local backup


 1. Open the Caseware file that you need a local backup copy of


2. Click on File in the top left


3. Click on Back Up

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4. Select where you want to save the local backup copy and click OK


5. Click OK

Section 2:  Publishing Backup Copy to SmartSync Server


1. Create a backup copy of the CWCloud file . We placed the backup copy in the C drive (Downloads Folder). Important: THIS WILL BE TEMPORARY and will need to be deleted once published.


  • INCLUDE SUB-FOLDERS


2. Delete the Cloud file from your recent files. https://helpdesk.smith-howard.com/a/solutions/articles/5000031834
3. Opened the file from your downloads. You will notice the file is offline as intended. Navigate to the "SmartSync" or "Cloud" tab.

 



3. Published the file to the SHCWS3 and chose the year end. Match it with the year dropdown


4. After publishing the file will go into a syncing state until it is finally "Online"