Get started with Caseware Sherlock Builder

This topic applies to Caseware Sherlock.

Learn more about Caseware Sherlock

To start, sign in to your firm's Cloud site.

As a firm administrator, you must complete the following tasks before your staff can get started:

  • Ensure you've set up your Caseware Cloud firm with staff and entities.

  • Grant your firm's Sherlock Builder users the Sherlock Builder app permission. To learn more, see Manage your Caseware Cloud licenses and Enable Caseware Cloud apps.

    Warning: Do not change the email address or revoke the license of a Sherlock Builder user. Any visualizations created by the user will become inaccessible to all users — including administrators.

As a staff member, you must integrate and publish your Working Papers files to Cloud so that the engagement data can populate your Sherlock visualizations. To learn more, see Integrate an engagement file with a Cloud entity and Publish the file to Cloud.

In Sherlock Builder, actions you can perform include:

  1. Create an analysis

  2. Publish a visualization