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- What is Caseware DocuFlex?
- What is Caseware Cloud Connector?
- English (US)
- English (US)
- What is OnPoint PCR?
- Deploy add-ins in the admin center
- List of Cloud Connector functions
- Insert data using MS Excel formula dialog with Cloud Connector
- Data linkage and real time updates in Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Dynamic account reassignment in the Data page
- Get started with the integrated apps portal (Microsoft)
- Set staff access levels.
- Import the client's data from a CSV or Excel file
- Complete the OnPoint Audit dialog
- Transition guide—OnPoint Audit 2025 template
- New in Caseware Cloud
- Add a risk from the risk library
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