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- Carry forward an engagement
- carry forward
- roll forward
- Download a reference copy of the engagement
- Lock down the engagement
- Get started - Firm Administrator
- Firm settings - Caseware Working Papers Backups
- Built-in roles
- List of Cloud Connector functions
- Import the client's data from a CSV or Excel file
- Dynamic totals in dimensions and consolidated views
- New in Caseware Cloud Engagements
- What is Caseware Cloud Engagements?
- Cloud Engagements 2025-12
- New in Caseware Cloud Engagements
- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's data from a CSV or Excel file
- Manage your imported data
- Maintenance
- Files
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