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. 

• Related Articles

• 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). Note: The current CloudBridge download is intended for use with the current release of Working Papers. If using an older version, please contact us. For users of ...

• 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 ...

• Export Adjustments to a Cloud engagement

  Remove all adjustment in the engagement manually before re-importing adjustment to avoid duplicate entries. If no changes made to adjustment in working papers the since last import, select No to this question. CloudBridge allows for the transfer of ...