Course Content
Introduction, Get Credentials & Login (Web & Mobile)
Understand what CA Cloud Desk is and how it simplifies office, employee, and client management for CA firms. Learn how to receive your login credentials and securely access the platform through web or mobile. A must-watch for every new team member.
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Credentials & Login
00:00
Getting Started with CA Cloud Desk
Mark Attendance (with Location & Selfie)
Learn how to mark your daily attendance using GPS-based location tracking and selfie verification. This ensures real-time, accurate attendance logging—whether you’re at the office or working remotely.
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Mark Attendance
Create & Update Tasks, Manage Stages
Get step-by-step guidance on how to create tasks, assign deadlines, and update task stages. Ideal for keeping your work organized, meeting deadlines, and collaborating with your manager or team.
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Task Management
Apply Leave & Raise Grievance
Learn how to submit leave applications and raise any internal concerns through the system. A smooth, transparent process that eliminates manual follow-ups and ensures accountability.
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Leave & Raise Grievance
Enter Timesheet (Daily Work Reporting)
Track your daily work with ease by filling in task-wise timesheets. This helps in transparent workload tracking, performance reviews, and timely project management across the team.
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Timesheet
Communication (Email, SMS, WhatsApp)
Explore how CA Cloud Desk helps you stay informed with real-time updates via email, SMS, and WhatsApp. Whether it’s task alerts, announcements, or reminders—you’ll never miss an important message.
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Communication
Create Documents Using Templates
Discover how to create standardized letters, reports, or declarations using pre-set templates. Just enter the required client details and generate documents instantly—saving time and reducing manual errors.
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Create Documents & Agreements
Compliance Calendar & Infographics
Stay updated with the built-in compliance calendar that shows upcoming due dates and statutory tasks. Also, learn how to use branded infographics to engage with clients and build your CA firm's visibility.
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Calendar & Infographics
Employee
About Lesson

🎯 Objective:

Learn how to quickly create professional documents like deeds, agreements, and letters using ready-made templates by simply filling in variable fields.

📄 How It Works

  1. Go to Document Creator Module
    Choose from a list of predefined templates such as agreements, declarations, or deeds.

  2. Fill Variable Fields
    Enter only the required variable values (like name, date, amount)—the system auto-generates the full document.

  3. Auto-Generate Document
    The final document is instantly created in a ready-to-share format.

✏️ Edit Anytime

You can go back and modify the variable fields anytime—no need to recreate the entire document.

📤 Share Easily

If a customer was selected during document creation, you can instantly share the final document via:

  • Email

  • WhatsApp (through link)

👥 Team Collaboration

All created documents are accessible to other employees within the organization.
This allows for better transparency, continuity, and teamwork.

✅ Benefits

  • Save time on drafting

  • Reduce errors in formatting

  • Maintain consistency across your legal and professional documents

📞 Need Help?

📲 Call us at 0120 4308902
💬 Or drop a query in your internal group

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