Get started with Caseware DocuFlex - Firm Author

Before you get started with Caseware DocuFlex, ensure that your firm administrator completes the following tasks:

• Grants you the Settings Admin security role (or similar)

• Grants you access to Caseware DocuFlex. To learn more, see Create staff and Built-in roles.

To start, sign in to your firm's Cloud site. As a firm author, you can customize your firm’s template to accommodate the types of engagements you need to perform. You can view help topics related to all the actions you can perform to customize the template in the Authoring index.

To get started, see Manage the firm template.