Get started with Caseware PBC Requests - Staff
This topic applies to Caseware PBC Requests.
Before you get started with Caseware PBC Requests, ensure that your firm administrator completes the necessary prerequisites.
To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:
The following figure summarizes the Caseware PBC Requests workflow.
Note: The default content that comes with PBC Requests is only available in English. To learn more, see Author content in multiple languages.
To watch the above video in French, see Parcours du personnel dans Caseware PBC Requests.
In the Optimiser, if you choose to:
Build your own query, then:
Use PBC templates, then: