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.
Choose Cloud Entity drop down to select an entity.
Search function to search for an entity if the drop down is too long.
Refresh function if the entity was recently created in the cloud after opening the CloudBridge.
The Cloud entity dropdown will present engagements created of all entity types.
The CloudBridge dropdown will not present entities where no engagements have been created. In this instance create the engagement in the cloud entity and
CloudBridge Choose Cloud entity option.
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 ...
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. ...
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 ...
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 ...
Getting script errors and cannot move data, try this: Ensure: Only 1 instance of CWWP desktop is opened CWWP desktop is signed into your firm's CW Cloud instance The firms CW Cloud instance is identified as a Trusted site on your network, Browser ...