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

Customization (Settings)

Views management

This section contains settings to define the column headings, sort orders and other configurations for viewing lists in the Entities, People, Working Papers, and Files pages.

The Views Management section of the Settings page.

Select a view to display the Edit, Default, Availability, and Delete options. Note that built-in Views cannot be edited or deleted.

Select New to create a new View.

New View page

When creating a new view, the following options are available:

Section Name Description
Files View
  • Name - The name of the view being edited.

  • Available for Staff- Make the current view available to staff accounts.

  • Available for Contacts - Make the current view is available to contacts.

Columns
  • Add Columns - Select the columns included in the view.

  • Reorder () - Select and drag to adjust the order of columns in a view.

  • Column Header - Customize the column header. By default, the column header is the same as the column name.

  • Width - Set the column width.

    • Small - Set the column width to 32px.

    • Medium - Set the column width to 150px.

    • Large - Set the column width to 300px.

  • Sort() - Make the current column the sort column and change the sort order. The order is determined by the data type of the column. For example:

    • Dates

      Based on timestamp, where the first entry in the list is:

      • Ascending - date with the earliest timestamp.
      • Descending - date with the most recent timestamp.

    • Numbers

      Based on numerical value, where the first entry in the list is:

      • Ascending - number with the lowest value.
      • Descending - number with the highest value.
    • Text (String)

      Based on alphabetical order, where the first entry in the list is:

      • Ascending - text that begins with the letter 'A' (from A-Z).
      • Descending - text that begins with the letter 'Z' (from Z-A).
  • Remove() - Remove the current column. The Name column, which appears by default in all views, cannot be removed.

Filters Add a custom filter to the view. The filters available vary depending on the view type.

For more on Views, see Create views for all users.

Terminology

In this section, you can create custom terminology for CaseWare Cloud interface.

Name Description Example
Language

Click to populate the terminology fields with default values in English, Spanish or French.

N/A

Entity Type
  • Internal Entity - entities that represent parts of your organization. You may want to create internal entities to represent departments for audit or tax, different offices, subsidiaries and so forth.

  • Client Entity - entities that represent clients of the organization.

  • Other Entity - entities that represent third party entities that are neither clients nor parts of the organization. You may want to create other entities for solicitors of clients, banks, law firms or tax offices. These entities can be used to track company information for external parties.

The differences shown in the interface when the Entity Type is changed in Terminology.
Address
  • Province - a region in a country. Use the appropriate term for your organization or region.

  • Postal Code - a mailing identity. Use the appropriate term for your organization or region.

The difference shown in the interface when the Address is changed in Terminology.
Other
  • Project/Engagement - the term for an amount of work that your organization completes for a given entity. This change is applied throughout the Cloud interface.

Engagements label displayed on the Entities page.

Projects label displayed on the Entities page.

Taxes
  • Primary tax registration number description - the name or abbreviation for your organization's primary tax.

  • Secondary tax registration number description - the name or abbreviation for your organization's secondary tax.

These fields are only available if you have purchased a CaseWareCloud Time license.

The differences applied to the interface when the Tax terminology is changed.

Positions

Customize which Staff Positions can be assigned to users and, if appropriate, rename the positions to suit your organization’s requirements.

Tag Management

From the Tag Management section, you can view your organization's current tags and, if you have the Settings Admin role or equivalent rights, you can create, edit and delete tags.

Add, edit, or delete tags from the Tag Management section of the Settings page.

To manage the available tags, choose the appropriate category (System-wide, Staff, Contacts, Files or Entities), then either Add a tag or select a tag's checkbox to Edit or Delete it.

From the Links Management page, you can manage the links that appear in the Cloud menu. Links can be any browser-based resource that you would like your users to have quick access to.

The Links Management interface on the Settings page.

Number Name Description
1 Add Opens the Add Link dialog.
2 Edit Edit the selected link.
3 Delete Delete the selected link.
4 Move Down / Move Up Move the selected link up or down the list.
5 Name The link name.
6 URL The link URL. Clicking the link from within Cloud opens the specified URL in a new browser tab.
7 Staff/Contact check marks A check mark indicates this link can be seen by staff, contacts, or both. If this column is blank the link cannot be viewed by staff.

Enable/Disable Features

This section lets you enable or disable cloud integrations with external services such as Google Docs, OneDrive, and SharePoint, which enable your organization to associate documents from these services to entities from the Files page or when creating an activity. In Cloud, the integration of third-party products is referred to as a mashup.

Enabling mashups has privacy and security implications. Ensure that you read the documentation from the third-party provider prior to enabling mashups.

This section also lets you enable or disable cloud's built-in Chat feature.

When you have completed any changes made on this page, select Save to apply them.

The Enable/Disable Features section of the Settings page.

Number Name Description
1 Google Drive

Enables users to create, attach, and share the following Google file formats from the Activities or Files pages:

  • Google Docs

  • Google Sheets

  • Google Slides

  • Google Drawings

2 Google Calendar Enables users to sync their Google Calendar events to Cloud for conversion into Time entries.
3 Google Viewer

Enables users to preview the following file formats within the web browser:

  • Word documents (.docx or .doc)

  • Excel spreadsheets (.xlsx)

  • PowerPoint presentations (.pptx)

  • PhotoShop files (.ps)

  • Adobe Illustrator files (.eps and .xps)

4 OneDrive

Enables users to create, attach, and share the following Microsoft file formats from the Activities or Files pages:

  • Word documents (.docx or .doc)

  • Excel spreadsheets (.xlsx)

  • PowerPoint presentations (.pptx)

  • Existing OneDrive documents
5 Microsoft Office Web Apps Enables users to edit Microsoft Office file formats directly in a browser via Microsoft Office Web Apps.
6 SharePoint

Enables users to create, attach, and share the following SharePoint file formats from the Activities or Files pages:

  • SharePoint Word

  • SharePoint Excel

  • SharePoint PowerPoint

After you enable SharePoint mashup, you must enter the server details and admin credentials.

SharePoint files are hosted on your SharePoint server. Cloud maintains references to these files with security permissions synchronized on SharePoint and Cloud.

7 Chat

Enables users in your organization to chat with each other in-browser.

After you enable the chat feature, select your preferred option for retaining messages.

Regional Settings

You can set the appearance of numeric values, currencies, and the date and time formats in your organization from Settings | Regional Settings.

The Regional Settings section of the Settings page.

Number Name Description
1 Numeric

Sets the appearance of numeric values. The previews update to reflect your changes.

  • Decimal Symbol - the symbol used to denote decimal values.

  • Digit Grouping Symbol - the symbol used to group digits. For example, selecting , would result in one million being rendered as 1,000,000.

  • Negative - the negative numeric format.

Users can override these display settings in their personal settings.

2 Currency

Sets the appearance of the date and time format. The previews update to reflect your changes.

  • Symbol - the symbol used to denote currency values.

  • Positive - the positive currency value format

  • Negative - the negative currency value format.

3 Date and Time

Sets the appearance of the date and time format. The preview updates to reflect your changes.

  • Date Format - the date format.

  • Time Format - the time format.

Users can override these display settings in their personal settings.

4 Phone - Default country calling code

For calls initiated from Cloud using an integrated VoIP service, the default country calling code is added to the phone number if a country code is not specified. The code must be preceded by a +. For example:

  • Default country calling code: +1.

  • Contact: Rupert Greer.

  • Business number: 416-916-4500.

By clicking on the Business number for Rupert Greer, the VoIP app dials +1-416-916-4500.

Users can enable VoIP integration in their personal settings.

Custom Entity Properties

From this section, you can add additional properties for staff to describe entities.

The options on the Custom Entity Properties page in Frim Settings

Number Screen Element Description
1 Add Properties Group

Adds a new custom entity properties group.

2 Save

Save all changes made to the Custom Entity Properties.

Note: This option is only available after changes have been made.

3 Cancel

Cancel all changes made to the Custom Entity Properties.

4 Sort

Sort the custom entity property or properties group up or down. This affects the order of the property and properties group on the Entity wizard and Entities profile panel.

5 Properties Group

Displays the name of the custom entity properties group.

6 Add Property

Adds a custom entity property to the properties group.

7 Display Name

Displays the name of the custom entity property.

8 Type

Select the type of value for the custom entity property from the following:

  • Single line text

  • Multiple line text

  • URL

  • Email

  • Numeric (specify the number of decimals)

  • Currency

  • Date

  • Checkbox

9 Required field

Select to make this field required to be filled.

10 Remove

Deletes the property or properties group.

Workflow Management

You can use the Workflow Management interface to a workflow to content. To reach this page, go to Settings | Personalization | Workflow Management.

The Workflow Management interface.

Number Name Description
1 Manage Workflows Select to access the Manage Workflows dialog. From this dialog, you can create, edit, and delete workflows.
2 Content type Lists all available content types (Entities, People, or Items) and sub-types that can be assigned workflows.
3 Workflow name Enables you to choose the workflow to assign to this content type. The drop-down provides the list of existing workflows, as well as the option to create a new workflow.

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