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.
Create a Cloud engagement
On question: Does the Cloud engagement already exist? Select: Yes choose the Entities Cloud engagement to transfer data to if the engagement exists. Or No which will prompt navigation to the CaseWare Cloud to create an engagement file if it doesn't ...
Download and installing the CloudBridge
In the Cloud Engagement file select Data / CaseWare Working Papers (else click here). For users of CaseWare Working Papers desktop who are migrating to Cloud Apps or providing Cloud App services. This download page will launch in the browser. ...
Getting started with the CloudBridge
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 ...
Select a Cloud Entity
Ensure that you are logged into the firm's cloud instance and the entity has been created. To launch the CloudBridge by double clicking on the link in the document manager. Use the Choose Cloud Entity drop down to select an entity. Use the Search ...
Transfer mapped Trial Balance to a Cloud engagement
In Step 2 Export Trial Balance Data? select Yes. Select the years to be transfer to the Cloud engagement Ensure Use remap file is ticked If the Use remap file appears, ensure mapping.ini has been selected for instant automapping of the new ...