Migrate small data sets (under 50 files)
You can set up much of your Cloud environment by migrating existing engagement data or manually creating new data directly from the Cloud interface. This migration method is recommended for smaller or new data sets.
Your organization must have Working Papers with SmartSync technology. If you do not have SmartSync, contact your local distributor for more information.
Your organization must have a Caseware Cloud site. If you do not have a Cloud site, you can request an invite.
You must have an internet browser that supports TLS 1.2 or later. For more information, see Disabling access to Caseware Cloud for older and unsupported browsers.
Upload entities to Cloud
Entities are workspaces that store all the relevant information for a particular client, including business and contact information, documents and engagement files. You can upload a list of entities to Cloud using a .csv file.
To upload entities from a .csv file, see Create client entities from a client list.
To create entities manually in Cloud, see Create a single client entity.
You can view all of the entities in your Cloud site by clicking Entities on the Cloud menu.
Upload staff to Cloud
You can upload a list of your staff members from a .csv file or data store export file to get them started with their very own Cloud account. Note that each staff member added to Cloud will receive a registration email from firstname.lastname@example.org. We suggest whitelisting this email address to prevent your spam filters from blocking the email.
To upload staff from a .csv file, see Bulk create user accounts.
To upload staff and groups from a data store export file, see How to import security configuration settings from Working Papers.
To add staff manually in Cloud, see Create an account for staff or contacts.
You can view all of the staff and groups in your Cloud site by clicking Staff and Groups on the Cloud menu.
Migrate engagement files to Cloud
Migrate your engagement files to Cloud to take advantage of Cloud's file management and engagement tracking tools. You can upload your prior year files directly from the Cloud interface and publish your active files to Cloud from Working Papers. After the migration, each file on Cloud functions as the parent in a synchronization hierarchy.
To upload prior year files from the Cloud interface, see Upload files to an entity.
To publish active files to Cloud from Working Papers, see Manage the parent file.
If the migration process is interrupted at any time, it will automatically resume after re-establishing a connection.