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- Get started with the integrated apps portal (Microsoft)
- Set staff access levels.
- Import the client's data from a CSV or Excel file
- Complete the OnPoint Audit dialog
- Transition guide—OnPoint Audit 2025 template
- New in Caseware Cloud
- Add a risk from the risk library
- What is OnPoint DAS?
- Release History
- Get Started
- What is Accomplish?
- Create workflows
- Track staff work
- Job Management
- Insert data using the Cloud Connector pane
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