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- Integrate Working Papers with Caseware Cloud
- Set up CloudBridge
- Transfer individual engagements with CloudBridge
- Transfer engagements in bulk with CloudBridge
- Get CloudBridge
- Import and manage data
- Import the client's data from a CSV or Excel file
- English (US)
- Get started - Staff
- Create staff
- What is Caseware DocuFlex?
- List of Cloud Connector functions
- Extract a table
- Extract text
- New in Caseware Extractly
- What is Caseware Extractly?
- Content Management
- Get started with Cloud Connector
- What is Caseware Cloud Connector?
- Component performance materiality for group audit components
- English (US)
- Group audit workflow
- Define materiality
- Determine materiality
- Create an engagement file for the next period (roll forward)
- Common use cases
- Get started with Cloud API
- Configure firm settings
- Assign system-wide security roles
- Create custom security roles
- Roles and Permissions
- Built-in roles
- Firm settings - Integration
- Run OCR
- Automated extraction
- Data match
- Validation and exception
- Redact information
- Insert data using the Cloud Connector pane
- 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
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No thanks, I just want the file.