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- Setting user type
- Creating an account
- Save a copy of a document to Cloud
- issue
- Sort and filter issues
- Complete review notes (issues)
- Import the client's data from a CSV or Excel file
- Customize the financial statements layout
- Customize financial groups
- Integrate productivity tools with Caseware Cloud
- English (International)
- English (International)
- Español
- Get started with Cloud Connector
- English (International)
- Link analytic tests to a checklist procedure
- Import the client's data from a CSV or Excel file
- Import and manage data
- Content Management
- Presentation and Formatting
- Edit notes in the financial statements
- Set up the Notes library
- Index
- Create staff
- Firm settings - Integration
- Settings
- Assign system-wide security roles
- Edit table descriptions in the financial statements
- Add dimensions
- Add a note from library to the financial statements
- English (US)
- English (US)
- Best practices for firm-managed knowledge bases
- Edit firm-managed knowledge bases
- AiDA 2025-10
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No thanks, I just want the file.