Caseware DocuFlex

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• Add a firm logo and letterhead
• Change engagement glossary terms and dynamic text in the financial statements
• Manage the firm template
• Define components
• View details of accounts and groups in the financial statements
• Frequently asked questions
• Integrate Working Papers with Caseware Cloud
• What is Caseware Hybrid Cloud?
• Files
• Get Started
• Get started with Caseware Cloud Connector
• Index
• What is Caseware Cloud Connector?
• Get started with the integrated apps portal (Microsoft)
• Insert data using MS Excel formula bar with Cloud Connector
• Troubleshooting
• Get started with Cloud Connector
• Get Started
• Start the engagement
• English (US)
• English (US)
• Group audit
• New in OnPoint Audit
• Import data from desktop accounting software
• Post adjustments to the trial balance
• Import and manage data
• OnPoint Audit Summer 2025
• English (US)
• Add a query
• Authoring Queries
• query
• Q
• New in Caseware Audit International
• Manage the enterprise template
• Get started - enterprise authors
• Template setup
• English (US)
• English (US)
• Firm settings - Caseware Working Papers Backups
• English (US)
• Sync a trial balance across engagements in different Cloud apps
• Add dimensions
• Copy a table in the financial statements
• Set up trial balance with dimensions
• Financial statement areas worksheet
• Common use cases
• Manage sync copies
• Integrate an engagement file with a Cloud entity
• Integrate Working Papers with Queries
• Get started with Cloud API
• Firm Administrator
• Open and edit PDFs locally
• What is Caseware Cloud Engagements?
• data store export file
• Transfer individual engagements with CloudBridge
• Transfer engagements in bulk with CloudBridge
• Assign authorized staff to use single sign-on
• Rename a File
• Home
• English (International)
• New in Caseware Cloud Engagements