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- Content Workflows
- Create and assign workflows
- Import the client's data from a CSV or Excel file
- Import the client's data
- Manage the firm template
- Attach documents to an engagement file
- Add new Word and Excel documents
- Add a risk from the risk library
- Understand the trial balance dataset
- Start the engagement
- Insert data using the Cloud Connector pane
- Get started with Caseware AiDA (Working Papers)
- Ask AiDA questions
- Summarize engagement documents and PDFs
- Get started with Caseware Cloud Connector
- Dashboards and Tracking
- New in OnPoint Audit
- Winter 2025 changes
- What's New
- Release updates
- Insert data using MS Excel formula dialog with Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Data linkage and real time updates in Cloud Connector
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