Get started with Caseware DocuFlex GA - Staff

Before you get started with Caseware DocuFlex GA, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

1. Start the engagement.

2. Import the client's data, where applicable

3. Perform the engagement

4. Archive and lock down the engagement