Upload External files from Working Papers
Ensure the files you wish to upload include the extension in the name from document manager. Currently, this functionality only supports one of the following extensions: "*.pdf", "*.txt", "*.doc/.docx", "*.xls/.xlsx", "*.csv", "*.png", "*.jpg"
In Upload External files from Working Papers? select “Yes”
Click “Select Files”
Select the documents to be uploaded to the Cloud Engagement
Click “Transfer Engagement Data”
Documents exported from CWWP to a Cloud Smart Engagement will appear at the top of the smart engagements document manager. User can then move them to the relevant folders.
Related Articles
Importing CaseWare Working Papers Engagement Files to IDEA
To import the engagement files to IDEA: 1. Navigate to the Import option 2. Select Caseware Working papers as an option in the import assistant and click next 3. Click the browse button to select the Working Papers client file path 4. Select the ...
Copying CloudBridge into CaseWare Working Papers
Method 1: Using version Caseware Working Papers 2021 or newer. In the CaseWare Working Papers file select the Document menu option, under Edit select From Library. Drag the CloudBridge document from the Document Library into the CaseWare Working ...
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 ...
How Can I Export All of my Adjustment Journal Entries?
To export all of the adjustment journal entries that have been created within an engagement file: Navigate to the ‘Adjustments’ tab. Ensure both the current year and prior year sliders are turned on. Note: Only those journal entries that are visible ...
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 ...