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• Index
• Index
• Get started with Cloud Connector
• Built-in roles
• Create staff or contact groups
• Create a new application group (ADFS)
• Setting roles and permissions for individuals
• Integrate an engagement file with a Cloud entity
• Integrate Working Papers with Caseware Cloud
• Get started - Firm Administrator
• What is Caseware Cloud Engagements?
• New in Caseware Cloud Engagements
• English (International)
• English (US)
• Generate the Reply URL
• Generate a client secret
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Integrate single sign-on
• Configure optional claims
• List of Cloud Connector functions
• Insert data using MS Excel formula dialog with Cloud Connector
• Insert data using MS Excel formula bar with Cloud Connector
• Data linkage and real time updates in Cloud Connector
• Index
• Copy the metadata endpoint
• Transfer engagements in bulk with CloudBridge
• Transfer individual engagements with CloudBridge
• Built-in roles
• Caseware Cloud security architecture
• Create workflows
• Generate a client secret (Entra ID)
• Recover a previous version or deleted file
• Rename, delete or replace files
• Manage sync copies
• Set file retention
• Get started - Firm Administrator
• Accounts receivable - invoices
• Import and manage data
• Supported third-party desktop accounting software
• Import data from online accounting software
• Import data from Xero
• Add data in the financial statements tables
• Add, edit or remove page references
• English (US)
• English (US)
• Set up signoff schemes
• Define signoff roles
• Caseware Academy - UK | Getting Started with Extractly
• Get started with Extractly training
• https://admin.microsoft.com/
• Integrate single sign-on
• Staff
• Firm Administrator
• Description of staff roles
• Contacts
• Create a Caseware Cloud engagement using Caseware Working Papers
• CloudBridge (Canada, Single)
• Créer un compte pour le personnel ou les contacts