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In this article
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- Grant users and groups access to entities
- Create workflows
- Content Workflows
- Index
- English (US)
- Get started - Firm Administrator
- Firm settings - Caseware Working Papers Backups
- Built-in roles
- List of Cloud Connector functions
- Import the client's data from a CSV or Excel file
- What is Caseware Cloud Connector?
- Export all data
- Get started with Cloud API
- Responsibilities
- Get started with Caseware SQM
- Index
- Migrate large data sets (over 50 files)
- Get CloudBridge
- Create a custom mapping file (.ini)
- Create a custom mapping file (.ini)
- Transfer engagements in bulk with CloudBridge
- Caseware AiDA 2.0
- What is Caseware AiDA?
- Cloud Engagements 2025-11
- Cloud Engagements 2025-12
- New in AiDA
- Cloud 40.0
- Enable access to Caseware AiDA
- What is PEG Audit?
- What is PEG ReviewComp?
- What is Caseware Hybrid Cloud?
- IDEA
- Group properties
- What is Caseware Cloud Connector?
- Upload files to an entity
- Migrate small data sets (under 50 files)
- Migrate large data sets (over 50 files)
- Create a Caseware Cloud engagement using Caseware Working Papers
- Workflow examples
- Association sharing
- Creating the consolidation hierarchy
- Consolidation setup
- Get started - Staff
- System Requirements
- https://admin.microsoft.com/
- DAS procedure integration
- New in Caseware Sherlock
- Index
- What is Caseware Sherlock?
- Index
- Activate the Firm Admin account
- Request a review and signoff
- What is Caseware Cloud Engagements?
- Activate your Firm Admin account
- Import and manage data
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