Select a Cloud engagement

Select a Cloud engagement

In Step 1: Link this engagement to the Cloud, select Yes to question Does the Cloud engagement already exist?
If the engagement was created after opening the Cloudbridge, click Refresh first before selecting the newly created Cloud engagement from the dropdown.


Click on the drop down and browse for the engagement type to transfer data to. 
Only clients and engagements for which the staff member has permissions in Cloud, will be presented in the dropdown. 



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