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Caseware Cloud - Getting Started

Click here for a full interactive guide on getting started within Caseware Cloud.

The following areas are covered within this guide:

1. Accessing Caseware Cloud

2. Adding Staff

3. Adding Entities

4. Basic Security

5. Discussions

6. Tasks

7. Tags

8. Adding Contacts

9. Sharing Content with Contacts

10. Contact Notification Settings

11. Billing Rates

12. Recording time

13. Expenses

14. Reporting & Analysis

  • Related template: CaseWare Cloud Platform
  • Software platform: CaseWare Cloud