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Caseware DocuFlex

What is Caseware DocuFlex?

What's New

  • New in Caseware DocuFlex

  • Release updates

Release History

  • Caseware DocuFlex - Market Release (v.2.1350.0)

Get Started

  • Get started - Firm Administrator

  • Get started - Firm Author

  • Get started - Staff

  • Get started - Contact

Engagement Management

  • Start the engagement

  • Client correspondence (Queries)

  • Archive and lockdown the engagement

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In this article
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  • What is Caseware Cloud?
  • Home
  • Configure optional claims
  • Index
  • Copy the metadata endpoint
  • Get started - Staff
  • What is Caseware PBC Requests?
  • Index
  • Get started with Cloud Connector
  • Create a new app integration
  • Integrate single sign-on with Okta
  • Manage authorization servers (Okta)
  • Copy the metadata URI (Okta)
  • Generate a client secret
  • System Requirements
  • What is Caseware Extractly?
  • What is CasewareCloud Time?
  • Register a new app for single sign-on
  • New in Caseware DocuFlex OAG
  • What is Caseware DocuFlex OAG?
  • Register a new app for single sign-on (Entra ID)
  • Generate a client secret (Entra ID)
  • Test your single sign-on integration (ADFS, Entra ID)
  • Test your single sign-on integration
  • Assign API permissions
  • List of Cloud Connector functions
  • Data linkage and realtime updates in Cloud Connector
  • Get started with Caseware Cloud Connector
  • What is Caseware Cloud Connector?
  • Index
  • New in Caseware Audit International
  • English (US)
  • Checklists
  • Index
  • Accounts and Analysis
  • Index
  • Index
  • What's New
  • Get started - Firm Administrator
  • Get Started
  • Consolidation setup
  • Staff
  • Submit time entries
  • Transfer individual engagements with CloudBridge
  • Import from Sage desktop
  • Define components
  • View details of accounts and groups in the financial statements
  • Financial Statements
  • Letters and Memos
  • Formatting and Display Options
  • create custom security roles
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