Caseware Cloud

Introduction to CaseWare Cloud

Basic navigation elements in CaseWare Cloud

Performing basic functions in CaseWare Cloud

Understanding data security in CaseWare Cloud

Who is the Cloud Administrator at my firm?

What every CaseWare Cloud Administrator should know

Configuring your Cloud Instance

How to create and/or import Entities

How to create user Groups

How to Manage and / or Purchase User and Engagement Licenses

Managing your users in CaseWare Cloud

How to create and/or import Staff

How to create and/or import Contacts

How to manage your tags in CaseWare Cloud as an Administrator

Prerequisites to using Cloud

How to guide for Users

Managing Files and Folders

How to tag People, Entities and Files in CaseWare Cloud

How to integrate CaseWare Working Papers with your Cloud Instance

How to publish your CaseWare file to Cloud

Creating a sync copy of your file from the Cloud

An overview of CaseWare SmartSync

Introduction to CaseWare Cloud Fundamentals Webinar

Free Webinar | BOOK NOW - Getting the most out of CaseWare Cloud

Recorded Webinar | WATCH NOW - Getting the most out of CaseWare Cloud (Setting up your cloud instance)