Caseware Sherlock

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• Known issues
• What's New
• Release History
• New in OnPoint Audit
• Manage the firm template
• List of Cloud Connector functions
• 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
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Create a new app integration
• Copy the metadata URI
• Integrate single sign-on with Okta
• Create a Web API application
• Integrate single sign-on with ADFS
• Test your single sign-on integration
• Assign API permissions
• assign API permissions
• Assign authorized staff to use single sign-on
• Generate the Reply URL
• Create an account for staff or contacts
• Grant users and groups access to entities
• Users and Groups
• Roles and Permissions
• Why adopt the 2025 template?
• Your transition options
• English (US)
• New in Caseware Audit
• Known issues
• Materiality
• Integrate Working Papers with Queries
• Template setup
• Authoring index
• Get started - Firm Author
• What is Caseware DocuFlex?
• Index
• Create an externally consolidated engagement
• Group audit overview
• Manage risks and risk assessments
• Support
• Get started with central planning
• Create a consolidation engagement
• Copy risks, controls or checklists from other engagements
• Common use cases
• Migrate third-party data
• Index
• Deploy add-ins in the admin center
• Get started with the integrated apps portal (Microsoft)
• What is Caseware Cloud Connector?
• Get started with Cloud Connector
• Manage access for Caseware Cloud apps
• CSV Import Template demo file
• Process details
• Subledger details
• Subledger details
• Policy responses
• Review & publish
• Tasks
• Procedure responses
• Responsibilities