Moving Files within CaseWare Cloud

Moving Files within CaseWare Cloud

Any file type that has been uploaded to CaseWare Cloud can be moved between entities, without the need to delete them.

1. First select the file or files you want to move.

2. From the information pane, click the three dots button and select Move to Entity from the menu.


3. Search for the entity you want to move the selected files to.

4. Click OK and then Yes in the confirmation message to move your files to the new entity.

 You will now find the files within the new entity you selected.
 

    • Related Articles

    • SMSF Audit letter and workpaper templates

      With the assistance of our SMSF Audit content provider, we have developed the following letter and work papers templates for SMSF auditors to use - all are attached at the bottom of this FAQ. These template letters and work papers can be tailored by ...

    • Rename CaseWare Engagement Files

      Note the following: An engagement file cannot be renamed within Windows Explorer. The rename function is not available when you currently have an engagement file open. To rename the file, you would need to be out of the file. (File > Close will ...

    • How do I export/save a read-only copy of a Cloud engagement file?

      (Note: the images in this FAQ show an Agile Audit engagement file, however the sames steps can be performed in Cloud Financials and SMSF Audit engagement files as well) Login to your CaseWare Cloud site through your internet browser (we strongly ...

    • What is preserved in a firm’s SMSF Audit template after an update?

      Previously, any firm customisations made in the SMSF Audit template were lost during the SMSF Update. This meant that Firm Authors would need to redo their content each release. In SMSF Audit 2022 Release (1 July 2022), the template now carries ...

    • 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 ...