We’re excited to get you up and running with all of your new Caseware solutions. Below you will find simple steps and a series of videos that will guide you in your Cloud set-up process.
What should I do first?
How do I prepare my Cloud site for migration?
STEP 1
Add your organization's details in your Profile.
![Protected Protected](https://insights.caseware.com/hs-fs/hubfs/Protected.png?width=200&height=200&name=Protected.png)
STEP 2
Change the appearance of your sign-in page.
![Test Test](https://insights.caseware.com/hs-fs/hubfs/Test.png?width=200&height=200&name=Test.png)
STEP 3
Configure your regional settings for your cloud site.
![Automate 2 Automate 2](https://insights.caseware.com/hs-fs/hubfs/Automate%202.png?width=200&height=198&name=Automate%202.png)
STEP 4
Customize terms & concepts that appear in Cloud.
![Easy Easy](https://insights.caseware.com/hs-fs/hubfs/Easy.png?width=200&height=200&name=Easy.png)
Review the documentation and video to begin customization of your Cloud site.
How do I import my client entities ahead
of migrating all of their files?
How do I create staff and grant access to my Cloud firm site?
If you have a single user license, the staff record is automatically created and prepared. No additional steps required.
If you have multi-user licenses, you can create staff members and grant access by reviewing the documentation and video below.
How do I create and give contacts access to my Cloud firm site?
How do I migrate my existing files?
![Copy of Copy of Untitled Copy of Copy of Untitled](https://insights.caseware.com/hs-fs/hubfs/Copy%20of%20Copy%20of%20Untitled.png?width=23&height=850&name=Copy%20of%20Copy%20of%20Untitled.png)
![Extract Extract](https://insights.caseware.com/hs-fs/hubfs/Extract.png?width=200&height=200&name=Extract.png)