Get started with Caseware Sherlock Reader
This topic applies to Caseware Sherlock.
To start, sign in to your firm's Cloud site.
Grant your firm's Sherlock Reader users the Sherlock Reader app permission, and if applicable, the app permission for any purchased or complimentary visualizations. To learn more, see Manage your Caseware Cloud licenses and Enable Caseware Cloud apps.
As a staff member, you must integrate and publish your Working Papers files to Cloud so that the engagement data can populate Sherlock visualizations. To learn more, see Integrate an engagement file with a Cloud entity and Publish the file to Cloud.
In Sherlock Reader, actions you can perform include: