Welcome to CaseWare Connector Help
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Welcome to 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. You can create links from Word and Excel to the Working Papers database to retrieve accounts, descriptions, balances, and other client-related information. With Connector functionality, you can create custom documents for financial statements, schedules, or calculations that are specific to your needs. For everything you need to know about Connector, navigate through the help topics available here on our website. Use the main categories below, the Search bar located above, or the Menu located in the top right corner to find the topics most relevant to your needs.
What's New in Connector
The current version of Connector is 2018.00.
Frequently Asked Questions
How do I re-enable Connector if it has been disabled in Word or Excel?
Follow the instructions in Connector Add-in is disabled.
How do I send a document to an external reviewer if they do not have Connector?
You can use the Unlink command to convert links to static values. For more information, see Unlinking Connector Formulas.
How do I connect Word or Excel files to Working Papers using Connector?
To connect your Word or Excel file to Working Papers, the preferred method is to use the Document Manager. Follow the instructions in Connecting to Working Papers.
How do I modify a Connector formula (link)?
There are several methods for modifying or editing a link. For more information, see Editing Links.
How do I re-link my document after performing Unlink?
You can use the Relink command to convert static values that have been previously "unlinked". For more information, see Relinking Connector Formulas.
Can I work simultaneously on two Connector documents in Excel from two different versions of Working Papers on the same machine?
Yes. Connector supports working with multiple Excel documents from different versions of Working Papers on a single computer. You can now open Connector documents that link to client files of different versions of Working Papers at the same time.
Is it possible to use Connector with Excel and Word files on a SharePoint server?
Yes. Connector should function properly in this scenario, providing files are located on the SharePoint server while Working Papers files are local or on a file server. Note that this only works with Internet Explorer.
If you require additional assistance, contact CaseWare® Technical Support or your nearest CaseWare distributor with the following information:
- CaseWare client number
- Working Papers version (found in File | Help)
- Microsoft Windows version
- Details of computer hardware and environment
- Exact wording of any messages that appear on the screen
- Description of the issue and when it occurred