File Management

When Cloud Engagement data has been lost (through deletion of a complete file, specific documents/document contents or external documents), the next step is to retrieve a backup from Caseware International. Please email servicedesk@caseware.co.ukÂ... Read More

With the release of Caseware Cloud 32.5, Caseware introduced a new feature allowing you to create new engagements based on existing files.  This allows you to take advantage of customisations you have made to a previous engagement so you don&rsquo... Read More

Queries can be better tracked across multiple engagements through the Queries view within Activities.1. Select the top left list menu to expand and select Activities from the available options.   2. Once in the Activities area select Queries from... Read More

Once a child copy of a SmartSync file has been downloaded to the local workspace, it can be accessed just like any other file. For guidance on how to download a child copy from the cloud, click here. Accessing your file You can access your file... Read More

To add new entities or clients to your Caseware cloud set-up you follow these steps: To setup new entities you must have an administrator or entities admin login.   1. Login into the Caseware Cloud website, this will be: uk.casewarecloud.com... Read More

When initially accessing a file on the Cloud, you will need to download a synchronised child copy to a local workspace, normally the Caseware installation folder on the C drive of the machine. From SmartSync Server 1. Open a local copy of Caseware,... Read More

Note: Take a backup of the file and save it in the normal location before proceeding with the steps below. 1. Before renaming the file, remove it from Caseware Cloud (click here for guidance). 2. Ensure that the Caseware Working Papers file is... Read More

You have the option to insert hyperlinks within Word or Excel documents within Caseware Cloud. This allows you to link to link to other Microsoft files, PDFs and even Work Programmes. 1. Obtain the Address for the item you wish to Link to. You can... Read More

Caseware files can be left on the Cloud, there is no requirement to take them down. This will be down to the individual organisation to decide if and when the files should be removed. If you wish to remove a file from the cloud to have a true... Read More

Should you need to recover a file that has been deleted from the Cloud, there are a few ways this can be achieved depending on what has happened to the file:  Table of Contents File deleted by Mistake File has become corrupt  Child Copy of the... Read More