Get started with Caseware Extractly - Firm Administrator

To get started, sign in to your firm’s Extractly site, using the link received in an activation email from Extractly. As a Firm Administrator, you’ll need to complete the following tasks before your team can begin using Extractly:

1. Activate your Firm Admin account.

2. Install Extractly for your firm.

3. Add and manage users.

4. Set up default document management settings and other firm-wide options.

Activate the Firm Admin account

Activating your Firm Admin account is the starting point to set up Extractly for your firm.

To activate your Firm Admin account:

1. As the designated Firm Admin, you receive an activation email from Extractly containing a link to the Extractly admin portal.

2. Take note of the activation code.

3. Select the admin portal activation link. The Set password dialog appears.

6. In Activation code, enter the activation code from your activation email.

7. Specify a new, secure password and confirm it.

8. Select Submit. The Extractly Admin dialog appears with your user name and password prefilled.

4. Select Sign in.

Install Extractly for your firm

You can deploy Extractly to all users in your firm through the Microsoft 365 Admin Center. Or staff users can add Extractly to their own Excel environment from the Office Add-ins Store. To learn more, see Get started – Staff.

To install Extractly for your firm:

1. Sign in to the Microsoft 365 Admin Center at https://admin.microsoft.com/.

2. Go to Settings | Integrated apps.

3. Deploy the Extractly add-in. See Deploy an Office Add-in using the admin center for more information.

Add and manage users

As a firm admin, you manage user access in Extractly using the admin portal to add users, assign roles, and control permissions as needed.

In most cases, your organization’s Tenant ID is captured and registered automatically when you sign in, and users log in with their existing organizational credentials with no further setup required. Once this is in place, users are auto-added to the user list in the Extractly admin portal on first login, and you can review the list and assign roles as needed.

Configure Microsoft Entra ID integration (optional)

If your Tenant ID was not automatically captured, an SSO button appears in the Firm details section of the Users tab so you can complete this step manually. This can happen for a few reasons, including:

• You’re signing in with a personal Microsoft account rather than an organizational one.

• Two firms are using the same tenant email address.

• Your email address isn’t associated with a Microsoft account.

If you see the SSO button:

1. On the Users tab, in the Firm details section, select SSO.

2. Select your Microsoft account. Your organization’s Tenant ID is retrieved and registered.

Once Tenant ID authentication is set up (automatically or via SSO), users log in with their organizational credentials and are auto-added to the user list on first login.

Assign roles as needed in the Extractly admin portal

Review the user list and assign appropriate roles and permissions directly within the portal.

Set up a firm admin user

Firm admin users can add and manage Extractly users and view usage analytics.

To add a firm admin user:

1. Go to Users.

2. Scroll down to the List of admins section and select ADD FIRM ADMIN.

3. In Email address, specify the user’s email.

4. In Firm ID, the identifying code for your firm appears by default. Leave this default value as it is.

5. In Roles, select FIRMADMIN.

6. Select ADD.

Set up a staff user

Staff users are non-admin users at your firm. They have access to Extractly features but cannot add or remove users.

To add a staff user:

1. Go to Users.
2. Scroll down to the List of users section and select ADD USER.
3. In Email Address, specify the user’s email.
4. In Firm ID, the identifying code for your firm appears by default. Leave this default value as it is.

5. In Roles, select FIRMUSER.

6. Select ADD.

Remove a user

1. Go to Users.
2. Scroll down to List of users.
3. Use the Email filter to find the user you want to remove.
4. In the Actions column, select the Delete icon.

Configure firm settings

Set your date format, choose how data fills your worksheets, and enable fuzzy matching for better results.

To configure firm settings:

1. Go Users.

2. Scroll down to the Firm settings section.

3. Select EDIT FIRM SETTINGS.

5. Review the following settings and make any changes as needed:

5. Select CONFIRM.

Monitor Extractly analytics and usage

As a Firm Admin, you can monitor key metrics to track Extractly’s usage and performance:

• Files processed: The total number of files successfully handled by Extractly.

• Files failed: The number of files that encountered errors during processing.

• Pages processed: The total number of individual pages extracted and analyzed from uploaded files.

These analytics help you assess system activity, identify issues and optimize Extractly’s usage for your organization.

To view analytics:

1. Go to Users.

2. Scroll down to User analytics.

Export analytics

To export analytics:

1. Go to Users.
2. Scroll down to User analytics.
3. Select a month.
4. Select EXPORT. An Excel file is downloaded to your computer.