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

Integrate productivity tools with Cloud

For ease of access, you can integrate productivity tools into CaseWare Cloud.

Integrate your Google account

You can integrate Google accounts into CaseWare Cloud for quick access to Google Drive, Calendar, and Viewer.

To integrate your Google account:

  1. Select your personal icon and choose My Settings from the drop-down menu.

    The avatar menu.

  2. Under the Other menu, select Google Settings. Any currently linked account will be displayed. If there is no account, you will need to Sign in.

  3. Enter your Google Account credentials. Log in through this display.

  4. Select Allow to grant CaseWare to access any relevant Google applications.

Once you’ve integrated the Google account, you will return to your Cloud session with the account linked. Your current Google storage space is displayed for reference.

Integrate Microsoft OneDrive

You can link Cloud to your Microsoft OneDrive account for easy access.

To integrate your Microsoft OneDrive account:

  1. Select your personal icon and choose My Settings from the drop-down menu.

    The avatar menu.

  2. Under the Other menu, select Microsoft Settings. Any currently linked account will be displayed. If there is no account, you will need to Sign in.

  3. Enter your Microsoft Account credentials. Log in through this display.

  4. Select Yes to grant CaseWare to access any relevant Microsoft applications.

Once you’ve integrated the Microsoft OneDrive, you will return to your Cloud session with the account linked. Your current Microsoft storage space is displayed for reference.

Integrate Office 365

You can integrate Office 365 to Automate time entries using your calendar.

To integrate your Office 365 account:

  1. Select your personal icon and choose My Settings from the drop-down menu.

    The avatar menu.

  2. Under the Other menu, select Office 365 Settings. Any currently linked account will be displayed. If there is no account, you will need to Sign in.

  3. Enter your Microsoft Account credentials. Log in through this display.

  4. Select Yes to grant CaseWare to access any relevant Microsoft applications.

After integrating Office 365, you will return to your Cloud session. The email address associated with your Office 365 account is displayed.

Integrate SharePoint

You can integrate your SharePoint account with CaseWare Cloud. Integration enables you to create and share SharePoint documents from within the Cloud portal.

To integrate your SharePoint account:

  1. Select your personal icon and choose My Settings from the drop-down menu.

    The avatar menu.

  2. Under the Other menu, select SharePoint Settings. If there is no account, you will need to enter your User ID and Password.

  3. Select Sign in to integrate the account.

Your SharePoint account is now connected to Cloud.

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