Add the CloudBridge document to the Working Papers file
This feature is only available with CaseWare Working Papers.
Before you can export data from a Working Papers engagement to CaseWare RCT, you need to add the CloudBridge (CLBG) document to the Document Manager.
To add the CLBG document to Working Papers:
Ensure your copy of Working Papers is integrated with your Cloud firm. To learn more, see Working Papers-Cloud integration.
Ensure that you have installed CloudBridge.
Open your client file in Working Papers.
From the Document tab, click From Library | CloudBridge. The Document Library dialog displays.
Click CLBG and click Add.
The CLBG document displays in the Document Manager. You can now use the CLBG document to export your engagement data.