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- Add text in a letter or memo
- Add areas
- Financial Statements
- Authoring index.
- Manage the firm template
- Request more information from the client
- Plan the engagement
- Subledger details
- Process details
- Group audit overview
- Group Audit
- Additional details
- Understand the general ledger dataset
- Linked group structures
- Parent group
- Review and customize signoff schemes
- Set up signoff schemes
- Get started with Cloud Connector
- Settings
- Maintenance
- Perform data analysis
- Test your single sign-on integration
- Assign API permissions
- Assign authorized staff to use single sign-on
- assign API permissions
- Generate the Reply URL
- Configure optional claims
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