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Caseware Extractly

What is Caseware Extractly?

What's New

  • New in Caseware Extractly

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

Data Extraction

  • Extract text

  • Extract a table

  • Extract a sum

  • Redact information

  • Validation and exception

  • Data match

  • Automated extraction

  • Manage extractions

Manage Files

  • Organize files

  • Run OCR

  • Rename files

  • Comment on files

  • Embed files into Excel

  • Export files

  • Delete pages without links

  • Delete files

Support

  • Provide feedback or request support

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En este artículo
Vistos recientemente
  • Assign API permissions
  • Assign authorized staff to use single sign-on
  • Generate the Reply URL
  • Configure optional claims
  • Copy the metadata endpoint
  • Troubleshooting
  • Get started - Firm Administrator
  • Get started – Firm Administrators
  • System Requirements
  • Get started - Staff
  • Staff
  • What is Caseware Cloud?
  • Generate a sample from analytic test results
  • Run analytic tests from checklists and Analytics Hub
  • Import and manage data
  • Understand the general ledger dataset
  • Files
  • Settings
  • Maintenance
  • Caseware Master Product & Services Agreement
  • copied to a text document previously
  • Generate the Reply URL (ADFS)
  • Integrate single sign-on with ADFS
  • Test your single sign-on integration
  • Generate the Reply URL
  • (Optional) Manage authorization servers
  • Copy the metadata URI
  • Generate client credentials
  • Caseware Academy - Asia-Pacific | Getting Started with Extractly
  • Data Extraction
  • Get started - Staff
  • Import the client's data from a CSV or Excel file
  • Import the client's data
  • Manage the firm template
  • Get started
  • Access the product settings
  • Frequently asked questions
  • Integrate Working Papers with Caseware Cloud
  • What is Caseware Hybrid Cloud?
  • Files
  • Get Started
  • English (International)
  • New in Caseware Cloud Engagements
  • New in Caseware Cloud
  • English (Canada)
  • English (International)
  • Install Extractly for your firm
  • Creación de entidades
  • Entidades
  • Actividades
  • Español
  • Cloud Engagements 2025-12
  • Create a custom mapping file (.ini)
  • CloudBridge (Canada, Single)
  • CloudBridge (All regions, Bulk)
  • Caseware Academy - North America | Getting Started with Extractly
  • Generate a sample from analytic test results
  • Get started with Cloud Connector
  • Contact roles
  • Built-in roles
  • View API documentation
  • What is Caseware DocuFlex CA?
  • What is Caseware Extractly?
  • Get started with Cloud API
  • Common use cases
  • https://portal.cpa.com/aa/onpoint-pcr
  • What's New
  • Release History
  • Get Started
  • Import client's data
  • Planning
  • Get started - Staff
  • Clear the Office cache
  • Manage the enterprise template
  • Manage the firm template
  • https://portal.cpa.com/aa/das
  • Get started – Staff
  • https://admin.microsoft.com/
  • Deploy an Office Add-in using the admin center
  • Add or remove data links in text sections in the financial statements
  • Financial Statements
  • Template setup
  • Enterprise Authors
  • Exclude rows from a custom group total
  • English (US)
  • English (US)
  • English (US)
  • Get started with Caseware Cloud Connector
  • What is Caseware Cloud Connector?
  • Activate your Firm Admin account
  • Rename a File
  • my.caseware.com
  • Import from Sage desktop
  • Resolve data import conflicts
  • Import data from online accounting software
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