How to integrate your Caseware Working Papers with your instance of Caseware Cloud

• Step 1 - Open your Caseware Working Papers. Then click on File and select Options

• Step 2 - From the Options dialogue box, click on the Caseware Cloud menu item located on your left

• Step 3 - Open your firm's instance of Caseware Cloud and copy the URL as shown here for demonstration purposes. 

• Step 4 - Now paste this URL section into the Options dialogue box (Dont forget to select the checkbox "Integrate with Caseware Cloud" to unlock the server field where the URL needs to be pasted. Keep the Port as Default. Click on OK

• Step 5 - You will be prompted to log into your instance of Caseware Cloud. Kindly type in the username and password that your Cloud Administrator provided to you. 

• Step 6 - Once you open your Caseware Working Papers file, Click on the Cloud Category and you will see that all your Caseware Cloud menu items are activated. 

  Instructions:

   Related Articles