Caseware DocuFlex

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• Get Started
• Engagement Management
• Integration
• CloudBridge
• Migration
• Create a new engagement based on an existing file
• Get started with Caseware AiDA
• Enhanced reference copy for engagements
• Cloud Engagements 2025-12
• New in Caseware Cloud Engagements
• Open and edit PDFs locally
• Edit an added PDF document
• What is Caseware AiDA?
• Understand the trial balance dataset
• English (US)
• What is Caseware Audit?
• Create custom groups in tables
• What is Caseware SQM?
• content
• Manage risks and risk assessments
• Prepare the financial statements
• Exclude prior year information from the financial statements
• Conclusion
• Fieldwork
• Index
• The Data page
• English (Canada)
• Import and manage data
• Manage your imported data
• Import data from online accounting software
• Maintenance
• Files
• Entities
• Activities
• List of Cloud Connector functions
• Data linkage and real time updates in Cloud Connector
• Insert data using MS Excel formula bar with Cloud Connector
• Index
• List of Cloud Connector functions
• Get started with Cloud Connector
• Create a custom mapping file (.ini)
• Transfer engagements in bulk with CloudBridge
• English (US)
• English (US)
• Winter 2025 changes
• What's New
• Release updates
• https://portal.cpa.com/aa/onpoint-pcr
• Support
• Integrate Working Papers with Caseware Cloud
• my.caseware.com
• Create a private entity
• Is my data backed up?
• Generate the Reply URL (Entra ID)
• Get started with Caseware Cloud Connector
• Differences between SmartSync and non-SmartSync
• Integrate Working Papers with Caseware Cloud
• Transfer individual engagements with CloudBridge
• What is OnPoint Audit?
• Start an engagement
• Add dimensions
• Dimension