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- Set up and import a trial balance containing dimensions
- Roles and Permissions (Security)
- Enable or disable features for all users
- Add external links
- Settings
- View the status of the query
- Collaboration
- Index
- Sharing files and activities
- Excel file requirements
- Lock down the engagement
- Support
- specific document
- Insert data using the Cloud Connector pane
- Insert data using MS Excel formula bar with Cloud Connector
- What is Caseware Cloud Connector?
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