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In this article
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- Review and customize signoff schemes
- Define signoff roles
- Setup signoff schemes.
- restored from the Recycle Bin
- Recovering folders and files from the Recycle Bin
- Integrate single sign-on with ADFS
- Start the engagement
- Get started - Contact
- Set up and import a trial balance containing dimensions
- Import the client's data from a CSV or Excel file
- Get started - Firm Administrator
- New in Caseware Cloud
- Hybrid Cloud
- Create a query document
- Before purchasing a Caseware Cloud license
- Description of staff roles
- Start the engagement
- Import from QuickBooks desktop
- Import from a desktop accounting software using Cloud Import Utility
- Import client's data
- Planning
- Add dimensions
- Get started - Staff
- Get started - Firm Administrator
- New in OnPoint Audit
- What is OnPoint Audit?
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