Close a Caseware Cloud account

Organizations that decide to close their Cloud account need to submit the request to Caseware by phone or email. Two closure options are available:

  • Deactivate - Close the account and retain all stored data. The account and data can be restored at a later date.
  • Delete - Close the account and delete all stored data. The account and data cannot be recovered.

For either option, the best practice is to download all relevant data prior to closure.

Create a list of staff, contacts and entities

You can create a list staff, contacts and entities by exporting your view in each app to a spreadsheet.

To export your current view:

  1. Ensure you have the Staff Admin role or equivalent privileges.

  2. From the Cloud menu, select the app for the view you want to export: Staff (), Contacts (), Files (), or Entities ().
  3. Select the app header to view the drop-down menu. Under Manage, choose Export Current View.

    Export the current view

  4. The Export window will display. To begin the export, select Start.

    Start the export process

  5. When the export has completed, select Download to save the file.

    Download the exported file

  6. Select Close.

Download engagement reference copies

You can download a reference copy of your engagement for your own records. The reference copy is a .zip file containing PDF copies of all the documents in your engagement.

To download a reference copy:

  1. On the Cloud menu (), select Engagements.
  2. From the list, open the applicable engagement.
  3. On the top menu, select Information () | Download reference copy.

A .zip file is downloaded to your computer. Extract the .zip file to access the PDF copies of your engagement documents.

Download Working Papers files

If you've published any Working Papers files to Cloud, you must first clear all synchronization information before you can download them. We suggest that you wait approximately 2 hours after clearing synchronization information to ensure that all sync activity has ended. After you've downloaded a file, you can continue to access it as a standalone file in the Working Papers application.

To download Working Papers files:

  1. Select the applicable entity from the Entity drop-down menu, or select All entities.
  2. On the Cloud menu (), select Working Papers.
  3. All available Working Papers files are displayed in the list. If the icon for a Working Papers file contains the sync label (), select the file, then select More actions () | Clear synchronization information. Note that if any sync copies of the file exist, you must abandon them before you can clear synchronization information (More actions () | Abandon sync copies).
  4. After approximately 2 hours, select all the Working Papers files that you want to download, then select More actions () | Download.
  5. In the Download as a ZIP file dialog, name the file and select OK.

The Working Papers files are downloaded to your computer. Extract the .zip file to the new storage location of your Working Papers files before attempting to access them.

Download miscellaneous files

You can access or share a file outside of Cloud by downloading it to your computer. You can also download multiple files by selecting all the files and downloading them as a .zip package.

Before you start, ensure you have the Entity Access role or the equivalent privileges. To learn more, see Built-in roles.

To download files:

  1. From the Cloud menu (), select Files.

  2. Select the appropriate entity from the entity drop-down.

    The Entity Selector.

  3. Select the file or files to download.

  4. Select More Actions () | Download.

    The Download drop-down menu

    Downloading a single file

    The Download button displayed in the File Summary pane.

    Downloading multiple files

  5. If you are downloading multiple files, enter a name for the .zip file and select OK.