Select a Cloud Entity

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 function to search for an entity if the drop down is too long.
Use the 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 refresh the CloudBridge Choose Cloud entity option.

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