Caseware operates on a unique "engagement file" system. A good manual explains the difference between the .CASE file, working papers, and the document manager. You should learn how to create a new engagement from a template versus copying a prior-year file.
The manual details how to use the Document Manager as a "paperless binder," utilizing drag-and-drop features to organize workpapers, emails, and PDFs. caseware training manual pdf
Navigate to the "Period End Close" procedure. The PDF will show you how to run the "Roll Forward" tool and verify opening balance links. Caseware operates on a unique "engagement file" system