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Integrating with CaseWare Cloud

To use Working Papers with CaseWare Cloud, enable integration from the desktop installation.

Prerequisites

  • CaseWare Cloud logon credentials
  • Firm URL

Procedure

  1. On the Tools menu, click Options | CaseWare Cloud.
  2. Select Integrate with CaseWare Cloud.
  3. Type the firm URL in the Server field. Do not include the web protocol (http:// or https://). Example: 

    us.cwcasewarecloud.com/docfirm

  4. Click OK.
  5. Provide your Cloud credentials on the CaseWare Cloud Login dialog.

Results

Working Papers is integrated with Cloud.

 

  • Once integrated, clicking Cloud on the navigation toolbar launches the firm's Cloud site within Working Papers.

  • Where available, launching Cloud within Working Papers defaults the language on Cloud to be the same as the language of your version of Working Papers.

  • When logged into Cloud, your first and last name display as the username in the status bar.