Transfer Risks and Controls to a Cloud engagement
In Export Risks and Controls tick
RISKS
CONTROLS
Click Transfer Risks and Controls
Open your SE Engagement and view the Risk and controls in the Risks & controls tab.Related Articles
CloudBridge Getting Started 4: Transferring Risks and Controls
Watch this quick video to learn how to transfer Risks and Controls from a Caseware Working Papers file to an Agile Audit file.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 ...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 ...Transfer mapped Trial Balance to a Cloud engagement
In 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 engagement. ...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 ...