Caseware DocuFlex

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• Get started with Cloud Connector
• Index
• firm administrator
• What is Caseware Audit International?
• Import data from Dynamics 365 Business Central (File)
• Edit table descriptions in the financial statements
• Add dimensions
• Add a note from library to the financial statements
• Perform data analysis
• Evaluate the obtained evidence
• Cloud Engagements 2025-09
• Recover a previous version or deleted file
• Files
• Roles and Permissions
• Firm settings - Customization
• Reorganize staff and groups
• Maintenance
• Grant users access to items in an entity
• Create an account for staff or contacts
• Nederlands (Nederland)
• Nederlands (Nederland)
• Plan the engagement
• Document the audit team discussions
• Generate a sample from Analytics Hub
• Manage analytic tests in the Analytics Hub
• Run analytic tests from checklists and Analytics Hub
• Process details
• Understand the general ledger dataset
• Change the display option for table rows
• Customize font sizes and spacing in the financial statements
• Get started - Staff
• Manage the enterprise template
• Manage the firm template
• https://portal.cpa.com/aa/das
• Customize the financial statements layout
• Add table of contents in financial statements
• Add a financial statement area
• Add or remove a link in text sections in the financial statements
• What are visibility settings?
• Import the trial balance from an engagement file
• Caseware Academy - North America | Gettting Started with Extractly
• staff
• Get started - Staff
• View queries (the Query dashboard)
• Complete a query
• Configure optional claims
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Integrate single sign-on
• Configure optional claims (Entra ID)
• Frequently asked questions
• Clear the Office cache
• Perform fieldwork
• General audit procedures
• Import the client's data
• Send initial client queries
• English (US)
• Review and modify the checklist default settings
• Checklist components