SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Organize files by folders and tags

CaseWare Cloud contains multiple ways to organize your files to increase productivity.

Create a folder

Use folders to help organize files in an entity.

To create a folder:

  1. From the Cloud menu, select Files. Then choose an entity from the Entity Selector

  2. From the Folders pane, select the location where you want to create a new folder.

  3. Select the drop-down menu () then Create New Folder.

    Creating a folder.

  4. Enter a name and a description for the folder.

  5. Click OK.

You have created a new folder.

To move files into a folder:

  1. Select the files you want to move into a folder.

  2. In the file details pane, select the More Actions() | Move to a folder.

  3. Choose the folder you want to move the file to and select Move. You can alternatively drag and drop the file to move it to another folder.

 

You have moved items into a folder.

To delete a folder:

  1. Select the folder you want to delete.

  2. Select the drop-down menu ( ) then Delete.

  3. Select Yes to confirm deletion.

You have deleted a folder. If you deleted a folder by accident, you can restore it. See Recovering folders and files for more information.

Make a folder visible to contacts

Share folders with your contacts to improve collaboration and file management. For example, you can create a folder that contacts can use to upload files, and another folder for files that contacts should review.

After you share a folder, it is visible to any contacts who can access the associated entity; however, contacts are not automatically granted access to files in folders. To learn more about sharing files on Cloud, see Share reports and documents.

To make a folder visible to contacts:

  1. Ensure you have the Editor role on the appropriate entity.

  2. From the Cloud menu, select a product page, such as Working Papers, or select the Files page.

  3. Select the drop-down menu () next to the folder you want to make visible, then select Edit. Any sub-folders will be made visible automatically.

    A folder drop-down menu

  4. Select Show to all contacts, then select OK.

You have shared a folder with contacts.

Tag files

Using tags, you can categorize your files so they are easier to find.

Before you can assign tags, you'll need to create some. To learn more about creating tags, see Create tags.

To tag a file:

  1. Ensure you have the Editor role or equivalent rights.

  2. Select a file, then select Tag ().

    Tagging One File

    Tagging one file

    Tagging multiple files

  3. Select the tags you want to apply to the file.

  4. Select Save.

You have tagged a file.

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