SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax

Attach documents to an engagement file

This feature is only available with products on the CaseWareCloud SE platform. Available SE products include OnPoint PCR and CaseWare ReviewCompTax.

As you work on your engagement, you may need to include documents that were not created in Smart Engagement. For example, any of the following files could be part of your engagement:

  • Additional records in a spreadsheet sent by your client

  • A pre-existing template for a client letter you want to add to new engagements

  • A signed acceptance letter in PDF form sent by your client

You can add these supporting documents to your engagement file, and you can access them from Smart Engagement to make annotations or changes.

Uploading Word and Excel documents

You can upload copies of Word and Excel documents from your own computer or device to your engagement.

To upload supporting documents to the engagement file:

  1. From the top menu, select Documents.

  2. Select the Add icon (), then choose Upload.

  3. Select the file to be uploaded, then select Open.

The chosen file is uploaded to the engagement and displayed on the Documents page. Other engagement team members can see the file and work in it.

Copying files from Cloud

If supporting documents for your engagement have already been uploaded to CaseWare Cloud, you can copy the files directly from Cloud into the engagement file.

To copy files from Cloud to the engagement file:

  1. From the top menu, select Documents.

  2. Select the Add icon (), then choose Copy from CaseWare Cloud.

  3. In the Select File to Copy dialog, select the files you want to add to this engagement.

  4. Select OK.

The selected files are added to your engagement file from Cloud. They are displayed on the Documents page.

Working in Word and Excel documents

When a file from Word or Excel has been added to the Documents page, you can access the shared copy directly from Smart Engagement.

To work in Word or Excel files:

  1. From the top menu, select Documents.

  2. Select the Word or Excel file from the document list.

  3. Select Open Office (desktop) to open the file directly in Word or Excel.

The selected file is opened in Word or Excel. This file is still connected to your engagement, so when you make changes to a file and save them, those changes will be visible to other engagement team members who open the file.

Note: A shared Word or Excel file can only be in use by one engagement team member at a time. If one member of a team is working in a connected file, the file will be read-only for any other staff members who try to open it. The Cloud icon of the person who is currently editing the file is displayed beside the document.

Working in PDF documents

When a PDF file is added to the Documents page, you can access the shared copy directly from Smart Engagement. Opening a PDF document in Smart Engagement displays the PDF in a viewer in your web browser.

You cannot edit a PDF document directly, but you can add annotations to it.

To add annotations to a PDF document:

  1. From the top menu, select Documents.

  2. Select the PDF file from the document list.

  3. In the viewing pane for the PDF file, select an area of the document to display an Add Annotation icon (). Select the icon.

  4. Enter the information for your annotation.

  5. Select Save.

The annotation is added to the PDF. Other engagement members who open the PDF can see your annotation and can comment on it.

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