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- Manage Files
- Get Started
- What's New
- enable single sign-on for your firm
- Run OCR
- Organize files
- Manage extractions
- Automated extraction
- Data match
- Differences between SmartSync and non-SmartSync
- Migrate large data sets (over 50 files)
- Grant users access to items in an entity
- Assign system-wide security roles
- Activities
- Index
- Controlling access to Caseware Working Papers files
- Define a consolidation hierarchy
- Caseware Academy - Asia-Pacific | Getting Started with Extractly
- What is Caseware Extractly?
- Data Extraction
- Link a consolidation engagement to another engagement file
- Create a custom mapping file (.ini)
- Assign components to items in your template
- English (US)
- Add visibility settings in letters or memos
- Files
- File Preparation
- What's new in Caseware Cloud
- What is Caseware Cloud?
- New features and enhancements in Cloud Engagements
- What is Caseware Cloud?
- Define components
- Get started - Contact
- Index
- Get started - Staff
- 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
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