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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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  • Get started - Firm Administrator
  • New in Caseware Cloud
  • Migrate large data sets (over 50 files)
  • List of Cloud Connector functions
  • English (US)
  • English (US)
  • English (US)
  • English (US)
  • What is Caseware Hybrid Cloud?
  • Integrate Working Papers with Caseware Cloud
  • Index
  • Frequently asked questions
  • Viewing Visual Data in Amazon QuickSight
  • View a visualization
  • Get started - Sherlock Reader
  • Get started with Cloud API
  • Get started - Firm Administrator
  • Manage access for Caseware Cloud apps
  • Purchase and enable Cloud Connector for your firm
  • What is Caseware Cloud Connector?
  • English (US)
  • Integrate single sign-on with Entra ID
  • What is Caseware Hybrid Cloud?
  • Get Started
  • Index
  • What is Caseware Sherlock?
  • What is PEG Audit?
  • Index
  • Transfer engagements in bulk with CloudBridge
  • Transfer individual engagements with CloudBridge
  • Built-in roles
  • Caseware Cloud security architecture
  • Create workflows
  • App permissions
  • Release updates
  • New in Caseware DocuFlex OAG
  • What is Caseware DocuFlex OAG?
  • Modify sign-off roles
  • Caseware Cloud Service Level Agreement
  • Group audit
  • New in OnPoint Audit
  • What's New
  • Add cell references in dynamic tables
  • Add areas
  • Content Management
  • Presentation and Formatting
  • OnPoint Audit August 2024
  • Edit an added PDF document
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