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Sign Up to Draftworx Cloud (Cloud) ​

What it is: The process of registering a new accounting practice on Draftworx Cloud, or joining an existing practice by accepting an invitation.

What it's for ​

Before using Draftworx Cloud, a practice must be registered. Once registered, the person who signed up can invite other staff members. New staff accept an invitation rather than registering from scratch. After sign-up, a Demo Client is automatically available so the practice can explore the product before working on real engagements. The Demo File can be converted to a live engagement when ready.

How to do it ​

Registering a new practice ​

  1. Go to draftworx.com and select Cloud Login.
  2. Select Sign up to Cloud.
  3. Enter your Practice Name and select your Country. If your country is not listed, use South Africa or the closest equivalent.
  4. Fill in your personal details. Double-check the email address — an incorrect address will prevent access to the Practice.
  5. Tick the checkboxes to agree to the Terms and Conditions, Privacy Policy, and data processing consent.
  6. Select Sign Up. An activation email will be sent to your address.
  7. Open the Draftworx Cloud email and select Activate, then select Login in the new tab.
  8. Log in with your registered email and password.
  9. Select Get Started and complete your Practice Information (including the Practice Signatory — the person who will sign financial statements), then select Next and Done.

Using your demo client file ​

After registering, a Draftworx Cloud Demo Client appears on your Client List:

  1. Select the Demo Client to activate it.
  2. Choose your Country, Framework, and Working Papers from the dropdowns. These selections cannot be changed after the Demo File is created. Financial statements in Demo mode are watermarked DEMO and cannot be distributed. IFRS Frameworks require a separate request to Support.
  3. Select OK.
  4. Each time you open the Demo File you can Continue as Demo (to keep exploring) or Convert to Engagement (to use it as a real client file — this deducts prepaid credits).

Accepting an invitation to join an existing practice ​

  1. Check your email for an invitation from Draftworx Cloud.
  2. Select Accept Invitation.
  3. If you are a new Draftworx Cloud user, select I am new to Draftworx Cloud, complete your personal details, and select Accept Invite.
  4. If you already have a Draftworx Cloud account, select I have a Draftworx Cloud account, confirm your email address, and select Accept and Login.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/sign-up-to-draftworx-cloud

Walkthroughs: