Get started with Caseware Hybrid Cloud - Staff

Before you get started with Caseware Hybrid Cloud, ensure that your firm administrator completes the necessary prerequisites and migration process.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

• Change personal preferences

• Upload files to an entity

• Assign tasks to other staff members

• Post discussions

• Send file requests to clients

• View the overall engagement status

Complete the following processes to integrate your copy of Caseware Working Papers with Caseware Cloud and Cloud apps:

• Integrate Working Papers with Caseware Cloud

• Integrate an engagement file with a Cloud entity

• Integrate Working Papers with Caseware AnalyticsAI

• Integrate Working Papers with Queries