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• Roles and Permissions (Security)
• Get started - Staff
• Staff
• Firm Author
• Activities
• Get started with Cloud Connector
• Firm Administrator
• Enable or disable features for all users
• Import from Sage desktop
• Create a new app integration
• Integrate single sign-on with Okta
• Manage authorization servers (Okta)
• Crear personal
• Creating a primary (parent) copy
• Differences between SmartSync and non-SmartSync
• Manage synced data between source and destination engagements
• Caseware Working Papers
• Add external links
• Settings
• encodeURIComponent.
• 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
• Create custom entity types
• Create client entities
• Common use cases
• Query syntax in GET requests
• What is OnPoint PCR?
• Index
• Create a consolidation engagement
• Files
• English (US)
• English (US)
• Get started with Caseware Cloud Connector
• What is Caseware Cloud Connector?
• Create client entities
• Entities
• What is OnPoint Audit?
• Index
• What is OnPoint DAS?
• https://portal.cpa.com/aa/das
• English (US)
• Start the engagement
• Get started - Firm Administrator
• English (US)
• Engagement Management
• Caseware Support
• Get CloudBridge