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-- Reference --

Cloud integration - Setup wizard reference

When setting up Time Integration with CaseWare Cloud, a wizard dialog is available to help you run through the integration process.

Access the wizard from Tools | Time on CaseWare Cloud Setup. There are three steps to the setup wizard:

  1. Welcome to the Time on CaseWare Cloud Wizard

    The Welcome screen outlines the prerequisite steps you need to take in your file to prepare it for integration.

  2. CaseWare Cloud Information

    Provide your Cloud URL and credentials to connect to your server.

  3. Finish Time and CaseWare Cloud Integration

    The final screen lists the components from Time that were merged to Cloud. Restart Time to begin working in the file and log on to Cloud to verify the merge was successful.