How do I save files from CaseWare Cloud into my engagement file

If you use CaseWare Cloud as a secure client portal, you may have documents and supporting work papers submitted to you by the administrator through CaseWare Cloud. If these documents form part of your audit evidence, you will need to save them into your engagement file by completing the following steps:

1. Browse to the Documents screen of your engagement file.

2. Click the New button and select Copy from Cloud.

3. From the Select File to Copy dialog, select the tick box for the documents you want to import into your engagement file. If you have a large list here, begin typing the file name in the Search bar to filter down to the document.

NOTE: only documents uploaded to the entity that your engagement files is linked to will show in this dialog

Once you’ve selected the files you want to import, click OK.

Your documents will now be imported into the bottom of the Documents screen.

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