Integrate productivity tools with Caseware Cloud

For ease of access, you can integrate productivity tools into Caseware Cloud.

Integrate your Google account

You can integrate Google accounts into Caseware Cloud for quick access to Google Drive, Calendar, and Viewer.

To integrate your Google account:

1. Select your personal icon and choose My Settings from the drop-down menu.

   

2. Under the Other menu, select Google Settings.

3. Select Sign in. Enter your username and password in the dialog.

4. Select Allow to grant Caseware to access any relevant Google applications.

Once you've integrated the Google account, you will return to your Cloud session with the account linked. Your current Google storage space is displayed for reference.

Integrate Office 365

You can integrate Office 365 to Automate time entries using your calendar.

To integrate your Office 365 account:

1. Select your personal icon and choose My Settings from the drop-down menu.

   

2. Under the Other menu, select Office 365 Settings.

3. Select Sign in. Enter your username and password in the sign in dialog.

4. Select Yes to grant Caseware to access any relevant Microsoft applications.

After integrating Office 365, you will return to your Cloud session. The email address associated with your Office 365 account is displayed.

Integrate SharePoint

You can integrate your SharePoint account with Caseware Cloud. Integration enables you to create and share SharePoint documents from within the Cloud portal.

To integrate your SharePoint account:

1. Select your personal icon and choose My Settings from the drop-down menu.

   

2. Under the Other menu, select SharePoint Settings.

3. Select Sign in. Enter your username and password in the sign in dialog.

Your SharePoint account is now connected to Cloud.