Setup

To add new users or staff to your Caseware cloud set-up, see the following steps: Note: To setup new users you must have an administrator or staff admin login. 1. Login to the Caseware Cloud website, this will be: uk.casewarecloud.com... Read More

1. Use the Menu option, and select Staff.   2. Search for and select the User, then in top right select the Edit (pencil) option.     3. In the Status dropdown, select Inactive. Read More

You can import Entities into Caseware Cloud from a CSV file or delimited block of plain text. The rows represent one entity and the columns represent a property of the client entity. An example list is shown below:   The mandatory fields are Name... Read More

A list of staff members or contacts can be imported directly into the Cloud. The user must be part of the Staff Admin role to be able to perform this task. You can import from a CSV file or a delimited block of plain text. The rows represent one... Read More

When our support team needs to escalate your issue internally and to CWI we will require the following information.   What we require: Permission to access email from a client - we will need an email from your authorising contact stating that they... Read More

Documents that have recently been opened can be pinned within the document map to find them easy to navigate if they are used frequently.    1. Navigate to the document that needs to be pinned and open it. This will make it show on the document map... Read More

To turn on Two Factor authentication, you will need to go to the Settings option within Caseware Cloud: Once navigated to the settings, you will need to browse to Authentication and Session Management beneath the Security tab. You will then find... Read More

Click on the link for details on our most frequently asked questions regarding Two-Factor Authentication. Read More

You may find in some instances when trying to delete a staff member from the Cloud, the below error appears: When a user has time/expense logged in their name you are unable to delete them until the individual records are deleted. Note: Only an... Read More

Within all Smart Engagement, the year end dates will only be able to be set to a full year.  The year start date will be calculated automatically by the year end date being entered.  If you have a shorter period than a year for example 6 months we... Read More