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How to Export a list of Engagements from Working Papers

To help you create the Excel file with all the Entities, it is possible to extract a list of all Engagements using our Caseware Tracker.

  • Open the Caseware Tracker Application by searching for it on Windows

  • Under Tools, select Scan for Files and select the folder where your Caseware Engagements are stored

  • Select Simple View in the screen and Under View in the Ribon, select Export to Excel

  • Then select the place where you want to export to and enter a name for the file