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- Assign system-wide security roles
- firm administrator
- Get started - Firm Administrator
- Home
- Manage sync copies
- List of Cloud Connector functions
- Create an engagement file for the next period (roll forward)
- Get started with Cloud Connector
- What is Caseware Cloud Connector?
- Create a Caseware Cloud engagement using Caseware Working Papers
- Abandon sync copies
- What is Caseware Cloud?
- Organize files by folders and tags
- Attach documents to an engagement file
- Work with Review Tools
- Checklist components
- Add a checklist
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