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- 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
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- New in OnPoint Audit
- Winter 2025 changes
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- 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
- View data for consolidation engagements in the Data page
- Get started with Cloud Connector
- Enable access to Caseware AiDA
- Clients respond to the query
- encodeURIComponent.
- Send the query to clients
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