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- Grant users and groups access to entities
- Assign system-wide security roles
- Add review notes (issues)
- Customize the lockdown settings
- Template setup
- Customize the lockdown settings
- Embed a PDF in the financial statements
- Add excluded content back in the financial statements
- Create an engagement file
- Financial Statements Preparation
- my.caseware.com
- https://admin.microsoft.com/
- Complete a checklist
- Manage the engagement documents
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