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

Working Papers (Settings)

Import Client Files

From Settings | Working Papers | Import Client Files, you can batch import multiple client files at once.

The Import Client Files section of the Settings page.

Number Name Description
1 Entity selection method Select the options for how you would like Cloud to assign Cloud entities to the files.
2 File Name The name of the file.
3 Entity The selected Cloud entity associated with this engagement.
4 Client Name The information in the Client field of the Engagement properties.
5 Operating Name The information in the Operating Name field of the Engagement properties.
6 Client Number The information in the Client # field of the Engagement properties.
7 Home Page The information in the Home Page field of the Engagement properties.
8 File Size The size of the file.
9 Path The folder path of the client file.

Working Papers Security

From this section, you can create custom security roles for synced Working Papers files, or import an existing security configuration. For more information, see Controlling access to Working Papers files.

Was this helpful?

Yes
No
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.