Caseware Connector

Connector is a Microsoft Office add-in that enables you to link data between Working Papers and Word and Excel documents. With Connector, you can create Word and Excel documents for financial statements, schedules, or calculations that are customized to the needs of your organization. When changes are made to the data in your Working Papers file, linked data in a Word or Excel document is updated in real time. Connector enables users to work efficiently by effectively transferring information, without risking data loss.

Overview

• What's new
• System requirements
• Connector interface
• Connector options
• Registry settings
• Rounding options

Get started

Setup

• Getting started guide
• Install Connector
• Connect to Working Papers

Conversion

• Convert DDE to UDF
• Convert third-party links

Functions

• DDE functions
• Function arguments
• UDF functions

Linkages

• Link paths
• Select a linkage protocol
• Create a linkage
• Recalculate linkages
• Unlink Connector linkages
• Link CaseView data to Word or Excel
• Drill down

References

• Document references
• Page and note number references
• Tickmark references

Troubleshooting

• Common issues in Excel
• Common issues in Word
• Error messages
• Fix broken links
• Protected documents
• Re-enable Connector