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- Manage the firm template
- Content Management
- Index
- Dashboards
- Settings
- Add or edit a calculation in table cells in the financial statements
- Translate the financial statements
- Link an account or a group to a note in the financial statements
- Replace text and field placeholders in the financial statements
- Review account analysis in the financial statements
- User Settings
- Upload files to an entity
- Files
- Get started - Firm Administrator
- Get Started
- Organiser les entités internes
- Run OCR
- Organize files
- Data Extraction
- New in Caseware Extractly
- Copy the metadata endpoint
- Embed files into Excel
- Organize files
- Generate a client secret
- Création d'entités
- Entités
- Comment on files
- Gegevens importeren vanuit AuditXML
- Integrate single sign-on with ADFS
- Register a new app for single sign-on
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Rename files
- Run OCR
- Manage extractions
- Delete pages without links
- Manage Files
- Test your single sign-on integration
- Assign API permissions
- Assign authorized staff to use single sign-on
- Generate the Reply URL
- Configure optional claims
- Add a query
- Français (Canada)
- Import the client's data from a CSV or Excel file
- Import trial balance from CSV or Excel file
- What's New - OnPoint PCR
- Define signoff roles
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