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FAQ

Caseware Cloud | How to publish to the cloud

Published:  23/02/2018
Before continuing please ensure Caseware is integrated with Caseware Cloud and open the Caseware Working Paper file, click here for steps on how to integrate Caseware Working Papers (Smart Sync) with your firm's Cloud instance:

Please note this feature is available when using Smart Sync
  • Select the tab labelled Cloud
  • The option to Publish will now be available in the ribbon, select Publish
  • Ensure the entity has already been created in your Cloud instance and that you have permission to this entity - Click here for steps to setup or import an entity
  • Search for the Entity (An entity created on Caseware Cloud will appear in the dropdown) 
  • Select the entity which you would like to publish to then click OK
  • The file will be published to Cloud under the selected entity and your file will now be available online

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  Instructions:

How to publish to the cloud
 
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