Connector interface

You can access Connector functionality from the Add-ins tab or the Context menu.

Add-ins tab

Connector is found on the Add-ins tab of Microsoft Word and Excel.

The Connector section of the Add-ins tab in Microsoft Word or Excel

You can move Connector from the Add-ins tab to a Connector tab by enabling the option in Tools | Options, then restarting Word or Excel.

Option Description
Caseware Linkage Launches the Linkage dialog, where you can create links to data in a Working Papers file.
Document Launches the Document dialog, where you can create hyperlink references to documents in a Working Papers file.
Tickmark Launches the Tickmark dialog, where you can create tickmark references from a Working Papers file.
Tickmark List This menu contains all available tickmarks from the linked Working Papers file. Click a tickmark to add it to the current cell or cursor position in the document.
Tools This menu contains configuration options and other functions related to calculation, linking, references, and conversion.
Help Launches the Connector web help in a new window.

Tools menu

You can access additional Connector functionality from the Tools menu.

Option Description
Recalculate

Recalculate links with the latest values from the source Working Papers file. You should recalculate links after changes are made to the source file or when links have been modified.
Unlink

Disconnect links from the Working Papers database, while retaining any values returned by Connector.

The Microsoft Word document icon as displayed in the Document Manager Relink UDF links

The Microsoft Excel worksheet icon as displayed in the Document Manager Relink

Reconnect links that have been unlinked. This function replaces the static values from unlinked formulas with their appropriate Connector formulas.
Link Paths

Display the source file paths for links in the document and change the source file for all DDE links.
Drill Down

Access the applicable dialog in the Working Papers file or a temporary trial balance automatic document.

The Microsoft Word document icon as displayed in the Document Manager Edit DDE Link

The Microsoft Excel worksheet icon as displayed in the Document Manager DDE Links | Edit DDE Link

Modify the selected DDE link.

The Microsoft Word document icon as displayed in the Document Manager Rounding

The Microsoft Excel worksheet icon as displayed in the Document Manager DDE Links | Rounding

Apply rounding options to any newly created DDE links.
Reference | Document

Create a document reference to an existing document in the source file.
Reference | Tickmark

Create a tickmark reference from the available tickmarks in the source file.
Reference | CaseView Page Number Reference

Create a page number reference from the available page numbers in a source CaseView document.
Reference | CaseView Note Number Reference

Create a note number reference from the available note numbers in a source CaseView document.
Convert | Third Party Formulas

Convert links from third-party applications to Connector links.
Convert | DDE Links

Convert DDE-based links to UDF.
Convert | DDE Links in Batch

Convert multiple DDE-based links to UDF.
Options

Modify Connector settings.
Caseware Working Papers

Launch Working Papers. If Working Papers is already open, this option will bring it to the front of your screen.
About Display Connector version information.

Context menu

You can quickly access most Connector functions from the context menu by right-clicking content in a Word or Excel document.

Note: A Connector Error menu will also display in the context menu if an error exists in the link. For more information, see Error messages.

Option Description
Recalculate

Recalculate links with the latest values from the source Working Papers file. You should recalculate links after changes are made to the source file or when links have been modified.
Unlink

Disconnect links from the Working Papers database, while retaining any values returned by Connector.

The Microsoft Word document icon as displayed in the Document Manager Relink UDF links

The Microsoft Excel worksheet icon as displayed in the Document Manager Relink

Reconnect links that have been unlinking. This function replaces the static values from an unlinked document with their appropriate Connector formulas.

Edit DDE Link

Modify the selected DDE link.
Drill Down

Access the applicable dialog in the Working Papers file or a temporary trial balance automatic document.
Document

Create a document reference to an existing document in the source file.
Tickmark

Create a tickmark reference from the available tickmarks in the source file.
CaseView Page Number Reference

Create a page number reference from the available page numbers in a source CaseView document.
CaseView Note Number Reference

Create a note number reference from the available note numbers in a source CaseView document.
Convert | DDE Links

Convert DDE-based links to UDF.
Convert | DDE Links in Batch

Convert multiple DDE-based links to UDF.