Getting started with the CloudBridge

Getting started with the CloudBridge

Prerequisites:
  1. Have access to the Firms Cloud instance and logged in.
  2. The Cloud engagement file has been created in a Client entity.
  3. Have a CaseWare Working Papers file with the CloudBridge in it.
Steps
  1. Launch the CloudBridge by double clicking on its link in the document manager.
  2. Select 
    1. the Cloud entity to transfer data to
    2. Yes to confirm the Cloud engagement exists 
    3. The Cloud engagement to transfer data to
    4. Whether to:
      1. Transfer Trial Balance Data and which years
      2. Include Adjustments
      3. Include General Ledger Transaction
          In the Data transfer
  1. whether to Open the engagement after export
  2. Transfer Data