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- Create an engagement file
- Carry forward an engagement
- carry forward
- roll forward
- Download a reference copy of the engagement
- Lock down the engagement
- Get started - Firm Administrator
- Firm settings - Caseware Working Papers Backups
- Built-in roles
- List of Cloud Connector functions
- Import the client's data from a CSV or Excel file
- Dynamic totals in dimensions and consolidated views
- New in Caseware Cloud Engagements
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