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• What is Caseware Cloud Connector?
• Create notes
• Purchase and enable Cloud Connector for your firm
• Manage access for Caseware Cloud apps
• List of Cloud Connector functions
• Get started with Cloud Connector
• English (Canada)
• English (US)
• Create a custom mapping file (.ini)
• Transfer engagements in bulk with CloudBridge
• Transfer individual engagements with CloudBridge
• Get started with the integrated apps portal (Microsoft)
• Enable access to Caseware AiDA
• What is OnPoint Audit SLG?
• What is OnPoint Audit?
• Get started - Firm Administrator
• Review the security settings for the All Staff group
• Users and Groups
• 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
• Assign API permissions
• Assign authorized staff to use single sign-on
• Generate the Reply URL (Entra ID)
• copied to a text document previously
• Generate the Reply URL
• Get Started
• Job Management
• Manage access for Caseware Cloud apps
• Get started - Firm Administrator
• Caseware Suite
• New in Caseware Cloud
• English (US)
• What is Caseware DocuFlex CA?
• What is Caseware DocuFlex OAG?
• Practice and Project Management
• Caseware Sherlock 7.1
• What is Caseware Sherlock?
• Insert data using MS Excel formula bar with Cloud Connector
• Troubleshooting
• What is Caseware Hybrid Cloud?
• What are professional accounting services?
• View account analysis in checklists
• https://portal.cpa.com/aa/onpoint-pcr
• Perform data analysis in OnPoint PCR
• Import the client's data from a CSV or Excel file
• Mandatory fields for importing transactions
• Engagement Management
• my.caseware.com
• User roles and permissions