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- Integrate single sign-on with Entra ID (formerly Azure AD)
- Test your single sign-on integration
- Assign API permissions
- assign API permissions
- Group properties
- Template setup
- Built-in roles
- Create custom security roles
- Controlling access to Caseware Working Papers files
- English (US)
- Import the client's data from a CSV or Excel file
- What is Caseware Audit?
- Get started - Staff
- What is Caseware DocuFlex Enterprise?
- Index
- Get started with Extractly training
- Caseware Academy - North America | Getting Started with Extractly
- English (International)
- Share files with users or groups
- Activities
- Plan the engagement
- restored from the Recycle Bin
- Customize fonts and headings
- Customize the lockdown settings
- Customize analytic tests
- How to transition to the new 2025 template?
- Before you transition to the 2025 template
- English (US)
- Assign authorized staff to use single sign-on
- Get started with Caseware AiDA (Working Papers)
- Get started with Caseware AiDA
- Customize fonts and headings
- Customize text in the financial statements
- content
- Add a note from library in the financial statements
- Create a note in the financial statements
- Transition guide—OnPoint Audit 2025 template
- Financial Statements Preparation
- Financial statement areas worksheet
- Create and set up an engagement file
- Create a new engagement based on an existing file
- Get started with central planning
- https://portal.cpa.com/aa/onpoint-pcr
- OnPoint Audit Summer 2025
- Firm Administrator
- What is Caseware Cloud Engagements?
- What is Caseware Cloud?
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