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

Download documents created from Google Drive

While it’s not possible to download a linked document directly, you can export it to an appropriate format and download it using the snapshot feature.

For example, if you have a linked Google Sheets file you want to download to your computer, you can create a snapshot of the file in .xls format, then download the new snapshot file.

To create and download a snapshot of a third-party cloud document:

  1. Ensure you have the Owner role or equivalent privileges.

  2. Select the file you want to create a snapshot of.

  3. From the file’s menu, select More Actions () | Create Snapshot.

    Select Create Snapshot from a cloud document's options to create a copy

  4. Select the Entity and enter a File Name for the snapshot file.

    Enter an entity and name for the document snapshot

  5. Klik op Opslaan.

  6. Go to the Files page and select the new snapshot file.

  7. From the file’s menu, select More Actions () | Download.

    Download the cloud document's snapshot to your computer

A copy of the cloud document is downloaded to your computer.

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