Uploading an Excel Document into a Cloud Engagement

Uploading an Excel Document into a Cloud Engagement

Prerequisites:
  1. Logged into the firm's cloud instance
  2. The entity has been created
  3. A Smart Engagement has been created under the entity

Select the relevant Entity



Open an engagement

Add an Excel file to the engagement by:

Method 1 (Best Practice): Embed the Excel Connector document into your firm template, when new engagement files get created they will have the Connector Excel Working paper
​
Method 2: Drag and dropping an Excel file into an engagement folder 


Method 3: Upload by selecting the plus icon found to the right of each section heading


Method 4: Copy from Caseware Cloud by selecting the plus icon found to the right of each  section heading


    • Files can be copied from: 

    Cloud Files from the entity Other Smart Engagements





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