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• Risks
• Objectives
• Home
• Engagement Management
• Get Started
• User roles and permissions
• Files
• Sherlock API
• Generate a client secret
• Register a new app for single sign-on
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Enable access to Caseware AiDA
• Training
• Add content areas in the financial statements
• Add an analysis section in the financial statements
• Add areas
• Create an engagement file for the next period (roll forward)
• Get started with Cloud Connector
• Create a Caseware Cloud engagement using Caseware Working Papers
• Abandon sync copies
• Add or edit a calculation in table cells in the financial statements
• my.caseware.com
• Introducing Caseware DocuFlex
• What's New
• Import the client's data from a CSV or Excel file
• Import the client's data from a CSV or Excel file
• English (US)
• Grant users and groups access to entities
• Users and Groups
• System Requirements
• Get started - Staff
• Change the display option for table rows
• Add a page break in the financial statements
• Understand the general ledger dataset
• Account details described
• How to get started with Cloud Connector
• Get started with Caseware Cloud Connector
• What is Caseware Cloud Connector?
• Share files with users or groups
• Activities
• Dashboards
• Transfer individual engagements with CloudBridge
• Import data from a desktop accounting software.
• Supported third-party desktop accounting software
• Excel file requirements
• Carry forward an engagement
• Start the engagement
• Conclude the engagement
• What is Caseware DocuFlex?
• List of Cloud Connector functions
• Extract a table
• Extract text
• New in Caseware Extractly
• Activities
• Maintenance