Setting up Caseware Cloud Connector

To use Caseware Cloud Connector, you will first need to have acquired licences for this from My Caseware Cloud.

You will then need to add the application to your Excel, and apply the app to users in the Cloud.

Applying the Licence in Cloud:

We would recommend applying this via a Group, for guidance on this please see this article.

Adding the Excel Add-In:

1. Open Excel, go to the Insert tab and select the Get Add-ins option.

2. In the search bar, enter the code WA200002239 and hit Search. This should find the Caseware Cloud Connector: Office 365 add-in, highlight this and choose Add.

3. This should close the window, and automatically open the Connector Tab on the right side of the Excel Window. This will also show under the My Add-ins window, accessed from the Insert tab.
Note: If this file is not already within a Smart Engagement, it will show a warning that it cannot connect. The add-in will only work correctly in files already uploaded into Smart Engagement. For further information on this, please see our guide on Using the Caseware Cloud Connector Tool.