Caseware DocuFlex

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• https://portal.cpa.com/aa/onpoint-pcr
• Create client entities
• Get started - Firm Administrator
• Insert data using the Cloud Connector pane
• Add issues and annotations for each assertion row in risk assessments
• Summary of the customizable risk library template
• Manage the risk library
• Entity creation
• Entities
• List of Cloud Connector functions
• List of Cloud Connector functions
• Frequently asked questions
• Import the client's transactions and other subledger data from a CSV or Excel file
• Access the product settings
• DAS procedure integration
• New in Caseware Sherlock
• What's New
• Customize the date format
• What is Caseware Sherlock?
• English (Canada)
• Staff-Client collaboration workflow
• Sherlock US Hybrid Visualizations
• Engagement Progress and Details
• Practice and Project Management
• Sherlock Visualizations (US)
• Create client entities
• Entities
• What is Caseware AiDA?
• View licenses and downloads for Caseware Desktop products
• What is Caseware Audit International?
• Index
• Learn how to get started with Sherlock Builder
• Sherlock Builder
• Caseware Sherlock
• Get started - Sherlock Reader
• Manage the firm template
• Template setup
• Get started
• Start an engagement
• What is Caseware SQM?
• https://portal.cpa.com/aa/onpoint-ebp
• Edit notes in the financial statements
• Customize numbered headings in the financial statements
• Add, change or remove note references
• Financial Statements
• Review the prior year's engagement
• Create placeholders in the engagement file
• Create an engagement file for the next period (roll forward)
• What is Caseware Hybrid Cloud?
• Data recovery limitations