Get started with Caseware Sherlock Reader

Content in this topic requires Caseware Sherlock.

To start, sign in to your firm's Cloud site.

As a firm administrator, you must complete the following tasks before your staff can get started:

  • Ensure you've set up your Caseware Cloud firm with staff and entities.

  • 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 access for 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: