CaseWare Connector
Connector Getting Started 8: Adding preparer and reviewer sign offs
Link up document sign offs and related dates to the headers of Word and Excel documents to present the preparer, reviewer and dates it was signed off.
Connector Getting Started 7: Unlinking a Connector file for sharing
Share files with clients and contacts easily by unlinking documents that have been pre-populated by Connector.
Connector Getting Started 6: Using Connector with Microsoft Word
Similar to Excel, Connector can be used on all your Word engagement documents to auto populate templates specific to each engagement.
How do I format Connector values in Microsoft Word
Transform Caseware Connector values in Microsoft Word by adding custom character formatting to the cell calculation. This can be used to present numbers in a neater presentation, such as 10000 to $10,000.00. 1. Insert data by selecting the Caseware ...
Connector Getting Started 5: Drilling down to detailed balances
Use the drilling down functionality within Excel or Word connector to view the account details of any balance. Why do this any other way when it’s this quick and easy?
Connector Getting Started 4: Building Data Validation
Use Connector to build in validation and balance checks in Excel Working Papers by comparing Lead Sheet totals or Reporting (Mapping) line totals to the total of a list of account balances.
Connector Getting Started 3: Building Parameter Controls
Building a set of parameter controls makes it easy to define and link cells in bulk to automate workpapers.
Connector Getting Started 2: Relative Referencing using Connector
Bulk linking cells by parametrising the Connector formula is a quick way to leverage cell referencing within the Connector formula to get the benefit of bulk drag and drop and automation across many rows and columns in one quick sweep.
Connector Getting Started 1: Basic Connector Linkages
Within minutes of watching the Caseware Connector Getting Started videos, build simple automated Excel® Working Papers and link up Word documents to Caseware engagement data.
Connector QuickVid 10: Referencing
An introduction to referencing using Connector.
Connector QuickVid 9: Unlinking Documents
Removing Connector linkages from a document.
Connector QuickVid 8: Linkage Dates
A short demo on linking dates within an Excel file using Connector.
Connector QuickVid 7: Direct Cell Referencing (with UDFs)
An introduction to using direct cell referencing with UDFs.
Connector QuickVid 6: Introducing User Defined Functions (UDFs)
An introduction to User Defined Functions (UDFs) and how they are used in Connector.
Connector QuickVid 5: Linkage Dialog
An introduction on creating linkages between Working Paper files and Work and Excel documents.
Connector QuickVid 4: Creating Documents
How to create a document and have it linked to an existing Working Papers file.
Connector QuickVid 3: Navigating the Interface
An introduction to the interface of Connector and using the tool.
Connector QuickVid 2: Installation
A short guide to assist with installing Connector.
Connector QuickVid 1: Overview
Overview of Connector, the add-in for CaseWare Working Papers to link to Word and Excel documents.
How to reference the ABN number using Connector
CaseWare Connector allows users to connect to most of the Engagement Properties' fields in CaseWare Working Papers. However, one field is currently not available to select in CaseWare Connector, is the E.I.N / BN field. This field is used for ...
How do I modify a Connector formula or link?
You can edit formulas to modify or correct Connector links in Word or Excel documents. Prerequisites Ensure Connector can establish a connection to the source client file. Procedure This procedure is different for DDE links and UDF links. UDF Select ...
How do I send a document to an external reviewer if they do not have Connector
The Unlink option enables you to embed the current value of links within the document, effectively replacing the linkage formula with its value instead. When unlinking a document, the current values remain in place and the document becomes an ...
Connecting to Working Papers
When links in a document attempt to retrieve data from the Working Papers database, Connector must determine with which client file to connect with. To discern which is the appropriate client file, the program behavior depends on these factors: Where ...
What is CaseWare Connector
Connector is an add-in for Microsoft® Word and Microsoft® Excel® that enables you to link data between Working Papers and Microsoft documents. The Connector Add-in appears as its own toolbar in Microsoft® Word and Microsoft® Excel®. Using ...
CaseWare Connector linkage to worksheet error: #NAME
When your linked worksheet within CaseWare defers to #NAME, it is an indication of a problem with CaseWare Connector. 1. Open Excel. Look for the 'Add-Ins' tab in the top ribbon. If the Add-Ins tab is there, then proceed to Step 2. If the Add-Ins ...