Caseware DocuFlex

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• Support
• Deploy add-ins in the admin center
• Assign API permissions
• Caseware Support
• New in Caseware Cloud
• File Retention Policy
• Firm settings - Engagement File Management
• What's new
• Transfer engagements in bulk with CloudBridge
• CloudBridge
• Index
• PEG ReviewComp
• Migrate large data sets (over 50 files)
• What is Caseware Hybrid Cloud?
• Get Started
• Index
• New in AiDA
• What is Caseware AiDA?
• Staff-client interaction workflow
• Index
• What is Caseware PBC Requests?
• Known issues
• Release updates
• List of Cloud Connector functions
• English (US)
• my.caseware.com
• Insert data using MS Excel formula bar with Cloud Connector
• What is CasewareCloud Time?
• New in Cloud Time
• What's New
• Index
• Create business units (Firm Settings)
• Navigate business units
• English (US)
• Data linkage and real time updates in Cloud Connector
• Get started with Cloud Connector
• View licenses and downloads for Caseware Desktop products
• Manage your firm account in MyCaseware
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Tester l'intégration de l'authentification unique
• Générer l'URL de réponse (Okta)
• • Créer une règle de transformation des délivrances
• • Créer une application API Web
• Purchase and manage a Caseware Cloud license
• Create a consolidation engagement
• List of Cloud Connector functions
• Insert data using MS Excel formula dialog with Cloud Connector
• Insert data using the Cloud Connector pane
• Get started with Cloud Connector
• Copy a table in the financial statements
• What's new - Caseware Taxflow Winter 2026
• English (US)
• English (Canada)
• Release updates