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- Import and manage data
- Create a Caseware Cloud engagement using Caseware Working Papers
- Manage sync copies
- Engagement Management
- CloudBridge
- Migration
- Import the client's data from a CSV or Excel file
- English (US)
- Get started - Staff
- Create staff
- Get started - Firm Administrator
- Share a Caseware SmartSync file on Caseware Cloud
- Content Workflows
- Create and assign workflows
- Import the client's data from a CSV or Excel file
- Import the client's data
- Manage the firm template
- Attach documents to an engagement file
- Add new Word and Excel documents
- Add a risk from the risk library
- Understand the trial balance dataset
- Start the engagement
- Insert data using the Cloud Connector pane
- Get started with Caseware AiDA (Working Papers)
- Ask AiDA questions
- Summarize engagement documents and PDFs
- Get started with Caseware Cloud Connector
- Dashboards and Tracking
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No thanks, I just want the file.