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- Accounting estimates
- General troubleshooting
- Troubleshooting
- Archive and lockdown the engagement
- Client correspondence (Queries)
- Start the engagement
- Post
- Respond
- Insert data using MS Excel formula dialog with Cloud Connector
- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's transactions and other subledger data from a CSV or Excel file
- Sample Caseware Cloud security framework
- Security considerations
- Manage access for Caseware Cloud apps
- Copy the metadata endpoint (Entra ID)
- Generate the Reply URL (Entra ID)
- Configure optional claims (Entra ID)
- Generate a client secret (Entra ID)
- Register a new app for single sign-on
- Integrate single sign-on with Entra ID
- Create a new application group
- Support
- Integrate single sign-on with ADFS
- Why am I receiving an error message?
- Test your single sign-on integration
- Assign API permissions
- Assign authorized staff to use single sign-on
- Generate the Reply URL
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