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- Set file retention
- Rename, delete or replace files
- Built-in roles
- Complete review notes (issues)
- Document issues in the engagement file
- Data linkage and realtime updates in Cloud Connector
- Get started with Caseware Cloud Connector
- Checklists
- Import the client's data from a CSV or Excel file
- Import the client's data from a CSV or Excel file
- Import the client's data
- Sample selection
- Review group and account balances in the financial statements
- Sign off on the trial balance and adjustments
- Perform fieldwork
- Change notification settings
- Support
- Tel: 416-867-9504
- List of Cloud Connector functions
- Insert data using MS Excel formula dialog with Cloud Connector
- What is Caseware Cloud Connector?
- Activities
- Files
- Settings
- Maintenance
- Manage Files
- Index
- Validation and exception
- Extract text
- Data Extraction
- View and manage aggregated analytic test results in Analytics Hub
- Manage analytic tests in the Analytics Hub
- Create firm-managed knowledge bases
- AiDA 2025-10
- What are visibility settings?
- Rename content areas in financial statements
- Presentation and Formatting
- Rearrange areas in the financial statements
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