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- Get started - Firm Administrator
- System Requirements
- What is Caseware Extractly?
- Data Extraction
- https://admin.microsoft.com/
- Perform fieldwork
- Fieldwork
- Add identified controls
- Review and complete the work programs
- Insert data using MS Excel formula dialog with Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Data linkage and real time updates in Cloud Connector
- List of Cloud Connector functions
- Insert data using the Cloud Connector pane
- Document the audit response to assessed risks
- Edit notes in the financial statements
- Import a new trial balance
- Import trial balance from an engagement
- Import client's data
- Planning
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