Was this helpful?
Yes
In this article
Recently viewed
- Customize text in the financial statements
- Common use cases
- Firm settings - Caseware AiDA
- Firm settings - CasewareCloud Time
- Firm settings - Customization
- Customize numbered headings in the financial statements
- Financial Statements
- Get started - enterprise authors
- List of Cloud Connector functions
- English (US)
- Complete the engagement setup procedures
- Release updates
- lockdown settings
- Lock down the engagement
- What is Caseware AiDA?
- English (US)
- Import the client's data from a CSV or Excel file
- Grant users access to items in an entity
- Create an account for staff or contacts
- Generate a client secret
- Register a new app for single sign-on
- Copy the metadata endpoint
- Integrate single sign-on with Azure AD
- Configure optional claims (Azure AD)
- New in Caseware DocuFlex OAG
- Edit firm-managed knowledge bases
- AiDA 2025-10
- New in AiDA
- Data Extraction
- What's New
- Support
- my.caseware.com
- 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
- Troubleshooting
- Insert data using the Cloud Connector pane
- Session lifetime
- Get started with Cloud API
- Files
- Activities
- English (US)
- English (US)
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.
Stay Connected
Subscribe to receive updates on the latest articles and news for CaseWare products.
Your download will start immediately after you subscribe.
No thanks, I just want the file.