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- Add a header or footer in the financial statements
- What is Caseware ReviewComp?
- English (US)
- Add or remove a link in text sections in the financial statements
- Add table of contents in financial statements
- Copy a table in the financial statements
- Content Management
- Open and edit PDFs locally
- Import the client's data from a CSV or Excel file
- English (US)
- Edit firm-managed knowledge bases
- Create firm-managed knowledge bases
- Discover the Power of Caseware AiDA
- Import the client's data from a CSV or Excel file
- Register a new app for single sign-on (Entra ID)
- Import the client's data
- Planning
- Generate a client secret (Entra ID)
- Support
- Get Started
- Test your single sign-on integration (ADFS, Entra ID)
- Index
- Add areas
- New SLG forms
- Built-in roles
- Test your single sign-on integration
- Assign API permissions
- Customize rounding in the financial statements
- Index
- Built-in roles
- English (US)
- Assign system-wide security roles
- Roles and Permissions
- About business units
- Rename, delete or replace files
- Files
- Add a page break in the financial statements
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Entities
- Manage authorization servers (Okta)
- Generate client credentials (Okta)
- Create a new app integration (Okta)
- Copy the metadata endpoint (Entra ID)
- Generate a client secret
- Entities
- Custom Entity Properties
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