Uploading key engagement information to Caseware Cloud
After completing the engagement, you can upload key engagement information to Caseware Cloud using SmartSync. Such key information includes materiality, material financial statement area balances, significant risks, key controls and reportable items.
To specify key engagement information to be uploaded:
- In the Document Manager, locate the Template Toolbar.
Note: For information on how to display the Template Toolbar if it is not visible, see Displaying the Template Toolbar.
- In the Template Toolbar, click
(Refresh Q).
- A confirmation dialog appears, asking you whether you want to publish the current engagement details. Click Yes.
- A dialog appears that indicates that engagement details have been successfully published. Click OK.