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- Use the Central Planning Hub
- https://www.caseware.com/security-certifications/
- Copy risks, controls or checklists from other engagements
- Set up and import a trial balance containing dimensions
- Set deadlines and budgets for a new engagement
- Complete a checklist
- Carry forward an engagement
- Settings
- Assign API permissions
- Assign authorized staff to use single sign-on
- Generate the Reply URL
- Configure optional claims
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