Integrate Working Papers with CaseWare Cloud

When you integrate Working Papers with a Cloud site, you gain access to Cloud's collaboration, file management and engagement tracking tools. You can also access your organization's data and engagement files from any location with an internet connection, making it easier to work offsite.

Prerequisites:

To integrate Working Papers with a Cloud site:

  1. Ensure you close your current engagement file (File | Close).

  2. On the ribbon, click File | Options | CaseWare Cloud.

  3. Select Integrate with CaseWare Cloud.

  4. In the table, click the Server field and enter the URL of your organization's Cloud site. You do not need to include the web protocol (http:// or https://). Click OK.

  5. Open a Working Papers file. The login screen displays where you can enter your credentials. Click Sign In.

Your copy of Working Papers is integrated with the Cloud site. You can integrate with additional Cloud sites by repeating this process, but only one Cloud site can be active at a time. Any files you've migrated to Cloud are now accessible in Working Papers by clicking File | Open | SmartSync Server.

Designate a default Cloud site for a terminal server

For organizations where the staff access Working Papers from a terminal server, administrators should designate a default Cloud site in the terminal server's registry. Adding this registry value ensures that closing the remote session does not clear the Cloud site URL and staff can easily reconnect during their next session.

To designate a default Cloud site for a terminal server:

  1. Connect to the terminal server and open Registry Editor.

  2. Navigate to the registry key HKEY_CURRENT_USER\SOFTWARE\CaseWare International\Working Papers\20xx.00\Core.

  3. Right-click the Server key and click Modify....

  4. In the Value data field, enter the URL of your Cloud site. You do not need to include the web protocol (http:// or https://). Click OK.

The default Cloud site is set for terminal server connections. Staff can access the integrated Cloud site by entering their login credentials.