Prerequisites: Have access to the Firms Cloud instance and logged in. The Cloud engagement file has been created in a Client entity. Have a CaseWare Working Papers file with the CloudBridge in it. Steps Launch the CloudBridge by double clicking on ...
In this video you will learn how to set CloudBridge up to transfer leadsheet mapping from your Caseware Working Papers file to your Cloud engagement file. Note: If you already have the leadsheet structure in your mapping database (e.g. files created ...
Before following the below steps, please ensure that all relevant staff have the Agile Audit ANZ app enabled within their cloud account. See Enabling Agile Audit for staff to learn how to. Step 1: Create an Agile Audit engagement For more ...