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- Set up default document management settings and other firm-wide options
- Activate your Firm Admin account
- Pour commencer – Administrateur de cabinet
- Français (Canada)
- Install Extractly for your firm
- Home
- What is Caseware Cloud Connector?
- Index
- List of Cloud Connector functions
- Insert data using the Cloud Connector pane
- Bulk create user accounts
- Generate the Reply URL (Entra ID)
- Generate a client secret (Entra ID)
- Customize the financial statements content
- Integrar el inicio de sesión única con Azure AD
- Create custom groups in tables
- Change the dynamic table font size
- Deploy an Office Add-in using the admin center
- Add, change or remove note references
- Rename content areas in financial statements
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