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- Complete review notes (issues or tasks)
- New in Caseware Extractly
- What is Caseware Extractly?
- Import the client's data
- Get started - Staff
- Delete pages without links
- Export files
- New in Caseware Cloud Engagements
- Perform risk assessment
- Import the client's data
- Send initial client queries
- Edit the OnPoint Audit SLG engagement letter
- Review and send the engagement letter
- Generate the Reply URL
- Embed files into Excel
- Delete files
- Data match
- English (International)
- View the client's general and subledger data
- Import the client's data from a CSV or Excel file
- Perform fieldwork
- Fieldwork
- data connector
- connector
- provider binding
- connector
- C
- Configure optional claims
- Copy the metadata endpoint
- View licenses and downloads for Caseware Desktop products
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