Get started with Cloud Connector

This article covers setup and additional functionality for Cloud Connector.

Before you start, ensure your firm administrator has purchased and enabled a Caseware Cloud Connector license for your account.

System requirements

Note: Office 2019 or earlier and Office Online are not supported.

Windows

  • Latest version of Microsoft Office 365 Desktop

  • Latest version of Windows 10

Mac

  • Office for Mac version 16.35 or later

  • A macOS version supported by Microsoft Office 365

Note: A known issue prevents Cloud Connector from working as expected if any other Excel Add-ins are enabled. This issue has been resolved in Excel version 16.0.16227.20150. If you are experiencing issues using Cloud Connector, confirm whether your Excel version has been updated.

To set up Cloud Connector:

  1. Open an Excel file in MS Office 365.

  2. Upload the Excel file to your engagement.

  3. Open the Excel file from the Documents page.

  4. Get the Caseware Cloud Connector Add-in from the Microsoft Add-ins Store.

    Your firm administrator can pre-install the add-in for you. For instructions, see:

    If the add-in is not pre-installed, you can also search "WA200002239" in the store to locate the add-in and install it manually.

  1. Use the Caseware Cloud Connector Add-in to insert data from your engagement in the excel file.

Insert data using Cloud Connector

To learn more about inserting data using Caseware Cloud Connector, see the following:

Cloud Connector features

Cloud Connector files in download reference copies

When you create a download reference copy (DRC) for an engagement, a static copy of related Cloud Connector Excel files will be included in the downloaded ZIP file. The copy replaces dynamic content from connector data links with static values.