If you have an Excel created within a Smart Engagement, with the Connector information input that you want to copy to additional files, follow the steps below: 1. Locate the file within the Document tab, select the Three Dots menu and choose Save to... Read More
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... Read More
For guidance on Caseware Cloud Connector system requirements, please click here. Read More
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... Read More