Caseware Cloud Client Portal is a secure and easy to use web-based administration tool that helps administrators manage their Caseware deployments. In this article, we will show you how to login to Caseware Cloud Client Portal.
What is Caseware Cloud?
Caseware Cloud is a cloud-based software that helps organizations manage and securely share files. It provides a centralized location where users can access files from any device, and it offers security features to protect files from theft or destruction.
To login to Caseware Cloud, follow these steps:
1. Launch the Caseware Cloud Client Portal on your computer.
2. Enter your user name and password in the login form.
3. Click the My Files icon on the left side of the screen.
4. Select the folders you want to access from Caseware Cloud.
How to Login to Caseware Cloud Client Portal
If you are looking for a way to login to the Caseware Cloud Client Portal, you have come to the right place. In this article, we will show you how to login to the portal using your computer’s web browser and your Caseware account username and password.
How to Access Files in Caseware Cloud?
If you are signed into your Caseware Cloud account, and have access to the files in that account, you can access those files by using the Caseware Cloud Client Portal. The Client Portal is an online interface that lets you manage your files, folders, and projects from a single location. You can access the Client Portal at any time by visiting caseware.com/clientportal.
To use the Client Portal, first sign in to your Caseware Cloud account. You will be prompted to enter your username and password. Once you have logged in, click on the My Files tab on the left-hand side of the screen. This tab is where you will see all of the files and folders that are associated with your account.
To access a file or folder in your account, first locate it on the My Files tab. Then, click on the icon next to the file or folder name to open it in the Client Portal. The Client Portal will open in a new window/tab, and you will be able to view and edit the contents of the file or folder as if it were located on your computer.
How to Share Files in Caseware Cloud?
If you want to share a file with someone in Caseware Cloud, you first need to find them. You can do this by opening the People tab on the left side of the screen, and clicking on the name of someone you want to share with.
Next, select the file you want to share from your drop-down menu. You can then click on the Share button next to the file's name to send it directly to that person. If they don't have a Caseware Cloud account, they will be prompted to create one before they can view or download the file.
How to Use the Calendar in Caseware Cloud?
If you're a Caseware customer with an Office 365 account, you can use the Calendar in Caseware Cloud to see your upcoming appointments and events. To login to the Calendar, follow these steps:
1. In Caseware Cloud, open the Account tab and click Login.
2. Enter your Office 365 login credentials and click Sign In.
3. On the left side of the screen, under My Accounts, click Calendar.
4. If you have multiple calendars in Caseware Cloud, you'll see them listed on the right side of the screen. Click an appointment or event to view its details.
How to Use the Email in Caseware Cloud?
If you need to login to the Caseware Cloud Client Portal but don't have your email address handy, there is a workaround. You can use your account's first and last name instead.
To login using your account's first and last name, follow these steps:
1. Log in to the Caseware Cloud Client Portal.
2. On the left-hand side of the screen, under "My Profile," click on "Login."
3. Type in your account's first and last name, and click on "Login."
4. You will be taken to the login page for that account. Enter your password, and click on "Log In."
Conclusion
If you're looking for a way to manage your caseware needs from a cloud-based client portal, then you'll be happy to know that Caseware has released its own client portal. In this article, we'll walk you through the process of signing up for and using the Caseware Cloud Client Portal.