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- Cloud Engagements 2025-12
- New in Caseware Cloud Engagements
- Get started - enterprise authors
- Manage the enterprise template
- Create client entities
- Customize the Documents page
- Resolve data import conflicts
- Customize risks
- Customize the lockdown settings
- Assign components to items in your template
- Import the trial balance from an engagement file
- General ledger
- Entity creation
- Create client entities
- Entities
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Test your single sign-on integration
- Assign API permissions
- assign API permissions
- Group properties
- Template setup
- Built-in roles
- Create custom security roles
- Controlling access to Caseware Working Papers files
- English (US)
- Import the client's data from a CSV or Excel file
- What is Caseware Audit?
- Get started - Staff
- What is Caseware DocuFlex Enterprise?
- Index
- Get started with Extractly training
- Caseware Academy - North America | Getting Started with Extractly
- English (International)
- Share files with users or groups
- Activities
- Plan the engagement
- restored from the Recycle Bin
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