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

Attach documents to an engagement file

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

As you work on your engagement, you may need to include supporting documents in the engagement file. 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. Once added, you can access them at anytime to add annotations or make changes.

Upload 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. Go to where you want to include the supporting document, then select the Add () | 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.

Copy 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. Go to where you want to copy a file from Cloud, then select the Add () | 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.

Access an uploaded Word or Excel document

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

To access uploaded 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 opens in Word or Excel. This file is connected to your engagement. This means if you make changes to a file and save them, other engagement team members who open the file immediately see your changes.

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 opens a file, the file is read-only for other staff members who open it. The Cloud icon of the person who is currently editing the file displays beside the document.

Access an added PDF document

When a PDF file is added to the Documents page, you can access the shared copy directly from the engagement. When you open a PDF document, the PDF viewer opens in your web browser showing the document.

You can't edit a PDF document, 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 the area where you want to add annotation.

    The Add Annotation icon () displays.

  4. Select Add Annotation () and enter the information for your annotation.

  5. Select Save.

    The icon corresponding to each annotation purpose displays next to the annotated section of the document. If you select the icon, a pop-up displays showing a summary of the annotation.

Other engagement members who open the PDF can view the annotation you added and comment on it.

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