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- Attach documents to an engagement file
- Work with Review Tools
- Checklist components
- Add a checklist
- Add a procedure
- Add text in a letter or memo
- Add a grouping area in a letter or memo
- English (US)
- Add a procedure
- Checklists
- Template setup
- Perform the acceptance and continuance
- Planning
- Get Started
- Add identified risks
- Caseware AiDA FAQ
- Create firm-managed knowledge bases
- Get started with Caseware AiDA
- What is Caseware AiDA?
- English (US)
- OnPoint Suite
- Get started - Firm Administrator
- Get Started
- Index
- Index
- What is Caseware DocuFlex OAG?
- Get started - Firm Author
- Get started - Firm Administrator
- Senior Accountant
- Accountant
- Staff
- Built-in roles
- Assign system-wide security roles
- Customize the title of the notes section in the financial statements
- Set up the print options in the financial statements
- Add a header or a footer
- Content Management
- Presentation and Formatting
- Create a private entity
- Create custom security roles
- Deny users and groups access to an entity
- Plan the engagement
- Start the engagement
- Complete the engagement setup procedures
- Access the product settings
- Customize the lockdown settings
- Assign components to items in your template
- Group properties
- English (US)
- Manage the parent file
- Migrate large data sets (over 50 files)
- Migrate small data sets (under 50 files)
- Create a Caseware Cloud engagement using Caseware Working Papers
- Integrate an engagement file with a Cloud entity
- Integrate Working Papers with Caseware Cloud
- Get started - Firm Administrator
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