Uploading an Excel Document into a Cloud Engagement
Prerequisites:
- Logged into the firm's cloud instance
- The entity has been created
- 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: