Using Caseware Cloud Connector

Please first ensure you have followed the required Setting up Caseware Cloud Connector article.

The tool will only work on Excel Worksheets, that are currently saved within a Smart Engagement file, and opened directly from this (not downloaded to the local machine).

1. Create and save your Excel file, then add this to the required Smart Engagement file via Drag and Drop or the Upload function.

2. Within the Smart Engagement Document tab, click to open the Excel Item, and if prompted, select Open in Office.

3. In the Excel File, go to the Insert tab, and select My Add-ins. Choose the Caseware Cloud Connector and select Add.

4. The tab will appear on the right side of the window. Use the tabs and drill down to find, and use the Link icon to add information to the currently selected cell.