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- Edit firm-managed knowledge bases
- New in AiDA
- Cloud Engagements 2025-12
- View data for consolidated engagements on the Data page
- Get started - Firm Administrator
- Get started - Staff
- Grouping structures in Cloud Connector
- New in Caseware Cloud
- New in Caseware Cloud Engagements
- Import trial balance from an engagement
- Integrar documentos de trabajo con Caseware Cloud
- Start the engagement
- request an invite
- Differences between SmartSync and non-SmartSync
- Migrate large data sets (over 50 files)
- Files
- File Preparation
- Configure firm settings
- Assign system-wide security roles
- Create custom security roles
- Roles and Permissions
- Built-in roles
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