Add the OnPoint CloudBridge document to the Caseware Working Papers file
Content in this topic requires Caseware Working Papers.
Before you can export data from a Working Papers engagement to your Cloud engagement, you need to add the CloudBridge (CLBG) document to the Document Manager.
To add the CLBG document to Working Papers:
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Ensure your copy of Working Papers is integrated with your Cloud firm. To learn more, see Integrate Working Papers with Caseware Cloud.
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Ensure that you have installed CloudBridge.
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Open your client file in Working Papers.
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From the Document tab, click From Library | CloudBridge. The Document Library dialog displays.
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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.
