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

Customization (Settings)

Views Management

On the Views Management page, you can define column headings, sort orders and other configuration options related to views. Views are used on the Entities, People, Working Papers, and Files pages to customize how information is displayed. To learn more, see Create views for all users.

To reach the Views Management page, open the Cloud menu () and select Settings | Customization | Views Management.

The Views Management section of the Settings page.

Select a view to display the Edit, Default, Availability, and Delete options. Built-in views cannot be edited or deleted.

Select New to create a new view.

New View page

When creating a new view, the following options are available:

A new Files view on the Views Management page.

Section Name Description
Files View
  • Name - The name of the view being edited.

  • Available for Staff- Make the current view available to staff accounts.

  • Available for Contacts - Make the current view available to contacts.

Columns
  • Add Columns - Select the columns included in the view.

  • Reorder () - Select and drag to adjust the order of columns in a view.

  • Column Header - Customize the column header. By default, the column header is the same as the column name.

  • Width - Set the column width.

    • Small - Set the column width to 32px.

    • Medium - Set the column width to 150px.

    • Large - Set the column width to 300px.

  • Sort() - Make the current column the sort column and change the sort order. The order is determined by the data type of the column. For example:

    • Dates

      Based on timestamp, where the first entry in the list is:

      • Ascending - date with the earliest timestamp.
      • Descending - date with the most recent timestamp.

    • Numbers

      Based on numerical value, where the first entry in the list is:

      • Ascending - number with the lowest value.
      • Descending - number with the highest value.
    • Text (String)

      Based on alphabetical order, where the first entry in the list is:

      • Ascending - text that begins with the letter 'A' (from A-Z).
      • Descending - text that begins with the letter 'Z' (from Z-A).
  • Remove() - Remove the current column. The Name column, which appears by default in all views, cannot be removed.

Filters Add a custom filter to the view. The filters available vary depending on the view type.

Terminology

On the Terminology page, you can customize the terminology used in the CaseWare Cloud interface.

To reach the Terminology page, open the Cloud menu () and select Settings | Customization | Terminology.

The Terminology page interface.

Name Description
Language

Select a language to populate the terminology fields with default values for that language.

Entity Type
  • Internal Entity - entities that represent parts of your organization. Internal entities can represent departments for audit or tax, different offices, subsidiaries or other sections of your organization.

  • Client Entity - entities that represent clients of the organization.

  • Other Entity - entities that represent third-parties that are not clients or part of your organization.

Address
  • Province - a region in a country. Use the appropriate term for your organization or region.

  • Postal Code - a mailing identity. Use the appropriate term for your organization or region.

Other
  • Project/Engagement - the term for an amount of work that your organization completes for a given entity. This change is applied throughout the Cloud interface.

Taxes
  • Primary tax registration number description - the name or abbreviation for your organization's primary tax.

  • Secondary tax registration number description - the name or abbreviation for your organization's secondary tax.

These fields are only available if you have purchased a CaseWareCloud Time license.

Positions

On the Positions page, you can customize the default staff positions available to your organization. Default staff positions can be omitted or renamed to suit your organization’s requirements.

To reach the Positions page, open the Cloud menu () and select Settings | Customization | Positions.

The Positions page interface.

Tag Management

From the Tag Management page, you can view, create, edit and delete tags. To learn more, see Creating tags.

To reach the Tag Management page, open the Cloud menu () and select Settings | Customization | Tag Management.

Add, edit, or delete tags from the Tag Management section of the Settings page.

To manage the available tags, choose an appropriate category (System-wide, Staff, Contacts, Files or Entities), then either Add a tag or select a tag's checkbox to Edit or Delete it.

From the Links Management page, you can manage links that appear in the Cloud menu. Links can be any browser-based resource that you would like your users to have quick access to. To learn more, see Adding external links.

To reach the Links page, open the Cloud menu () and select Settings | Customization | Links.

The Links Management interface.

Number Name Description
1 Add Opens the Add Link dialog.
2 Edit Edit the selected link.
3 Delete Delete the selected link.
4 Move Down / Move Up Move the selected link up or down the list.
5 Name The link name.
6 URL The link URL. Clicking the link from within Cloud opens the specified URL in a new browser tab.
7 Staff/Contact check marks A check mark indicates this link can be seen by staff, contacts, or both.

Enable/Disable Features

From the Enable/Disable Features page, you can configure Cloud's Chat feature and enable or disable cloud integrations with third-party services. These integrations enable your organization to associate documents from services outside of Cloud with Cloud entities and activities. In Cloud, the integration of third-party products is called a mashup. To learn more, see Integrate productivity tools with Cloud.

Warning:Enabling mashups has privacy and security implications. Ensure that you read the documentation from the third-party provider before enabling mashups.

To reach the Enable/Disable Features page, open the Cloud menu () and select Settings | Customization | Enable/Disable Features.

 

Name Description
Google Drive

Enables users to create, attach, and share the following Google file formats from the Activities or Files pages:

  • Google Docs

  • Google Sheets

  • Google Slides

  • Google Drawings

Google Calendar Enables users to sync their Google Calendar events to Cloud for conversion into Time entries.
Google Viewer

Enables users to preview the following file formats within the web browser:

  • Word documents (.docx or .doc)

  • Excel spreadsheets (.xlsx)

  • PowerPoint presentations (.pptx)

  • PhotoShop files (.ps)

  • Adobe Illustrator files (.eps and .xps)

OneDrive

Enables users to create, attach, and share the following Microsoft file formats from the Activities or Files pages:

  • Word documents (.docx or .doc)

  • Excel spreadsheets (.xlsx)

  • PowerPoint presentations (.pptx)

  • Existing OneDrive documents
Microsoft Office Web Apps Enables users to edit Microsoft Office file formats directly in a browser window using Microsoft Office Web Apps.
SharePoint

Enables users to create, attach, and share the following SharePoint file formats from the Activities or Files pages:

  • SharePoint Word

  • SharePoint Excel

  • SharePoint PowerPoint

After you enable SharePoint mashup, you must enter the server details and admin credentials.

SharePoint files are hosted on your SharePoint server. Cloud maintains references to these files with security permissions synchronized on SharePoint and Cloud.

Chat

Enables users in your organization to chat with each other in-browser.

After you enable the chat feature, select your preferred option for retaining messages.

Other Enable or disable products that appear in the Cloud menu, such as CaseWare ReviewCompTax. If you disable a product, any related engagement files will be inaccessible until the product is enabled again.

Regional Settings

From the Regional Settings page, you can customize the appearance of numeric values, currencies, dates and times.

To reach the Regional Settings page, open the Cloud menu () and select Settings | Customization | Regional Settings.

The Regional Settings section of the Settings page.

Number Name Description
1 Numeric

Sets the appearance of numeric values.

  • Decimal Symbol - the symbol used to denote decimal values.

  • Digit Grouping Symbol - the symbol used to group digits. For example, selecting , would result in one million being rendered as 1,000,000.

  • Negative - the negative numeric format.

Users can override these display settings in their personal settings.

2 Currency

Sets the appearance of the date and time format.

  • Symbol - the symbol used to denote currency values.

  • Positive - the positive currency value format

  • Negative - the negative currency value format.

3 Date and Time

Sets the appearance of the date and time format.

  • Date Format - the date format.

  • Time Format - the time format.

Users can override these display settings in their personal settings.

4 Phone - Default country calling code

For calls initiated from Cloud using an integrated VoIP service, the default country calling code is added to the phone number if a country code is not specified. The code must be preceded by a +. For example:

  • Default country calling code: +1.

  • Contact: Rupert Greer.

  • Business number: 416-916-4500.

By clicking on the Business number for Rupert Greer, the VoIP app dials +1-416-916-4500.

Users can enable VoIP integration in their personal settings.

Custom Entity Properties

From the Custom Entity Properties page, you can add additional properties to describe entities.

To reach the Custom Entity Properties page, open the Cloud menu () and select Settings | Customization | Custom Entity Properties.

The Custom Entity Properties interface.

Number Screen Element Description
1 Add Properties Group

Adds a new custom entity properties group.

2 Save

Save all changes.

3 Cancel

Cancel all changes.

4 Sort

Sort the custom entity property or properties group up or down. This affects the order of the property and properties group on the Entity wizard and Entities profile panel.

5 Properties Group

Displays the name of the custom entity properties group.

6 Add Property

Adds a custom entity property to the properties group.

7 Display Name

Displays the name of the custom entity property.

8 Type

Select the type of value for the custom entity property from the following:

  • Multi-line text

  • URL

  • Email

  • Numeric

  • Currency

  • Date

  • Check box

  • Single line text

9 Required field

Select to make this field required.

10 Remove

Deletes the property or properties group.

Workflow Management

From the Workflow Management page, you can assign a workflow to a type of content. To learn more, see Creating workflows.

To reach the Workflow Management page, open the Cloud menu () and select Settings | Customization | Workflow Management.

The Workflow Management interface.

Number Name Description
1 Manage Workflows Select Manage Workflows to create, edit, and delete workflows.
2 Content types This section lists all the available content types for your organization that can be assigned a workflow.
3 Assign workflows Select a drop-down menu to assign a workflow to a content type.

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