Copying an Excel Document with Caseware Connector information to other Engagements

If you have an Excel created within a Smart Engagement, with the Connector information input that you want to copy to additional files, follow the steps below:

1. Locate the file within the Document tab, select the Three Dots menu and choose Save to Cloud.

2. Open the file you want to add, highlight the section header we want to add this to. Click the + button and choose Copy from Caseware Cloud.

3. In the Select file to copy window that opens, expand the Caseware Cloud section and locate and select the file.