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Cloud Tab

The Cloud tab is used to manage the sync status of files located on the Cloud, resolve sync conflicts, repair sync files, view engagement and entity properties, and share cloud security permissions.

When not integrated with CaseWare Cloud, the Cloud tab changes to the SmartSync tab. See SmartSync Tab for more information.

Note: Visible commands vary based on the currently selected document.

Option Description
Work Offline

Temporarily disconnects the local copy from the parent copy.

Publish

Replaces the server copy of the client file with the local copy. For more information, see Replacing the Server Copy.

Properties

Opens the Synchronization Properties dialog.

Show Versions

Opens the Synchronization Versions dialog.

Show Conflicts

Opens the Synchronization Conflicts dialog.

Clear Information

Deletes the local sync copy. For more information, see Managing Sync Copies.

SmartSync Repair

Opens the SmartSync Repair dialog to repair sync errors, including missing or corrupted sync events.

Engagement

Opens the Engagement Properties in CaseWare Cloud on the embedded browser. Engagement Properties displays information about the entity, general details about the engagement, assigned people, discussions, tasks, history, and a summary of SmartSync copies.

Entity

Opens the Entity Properties in CaseWare Cloud on the embedded browser. Entity Properties displays general information, discussions, and files on the entity.

Files

Opens the Files app in CaseWare Cloud on the embedded browser. The Files app is a secure document repository for managing and accessing your files.