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- Index
- List of Cloud Connector functions
- https://portal.cpa.com/aa/onpoint-pcr
- Attach documents to an engagement file
- Add new Word and Excel documents
- Draft an invoice
- Submit time entries
- Measure productivity
- Review engagement costs
- Review engagement costs
- Measure productivity
- enable single sign-on for your firm
- Integrate single sign-on with ADFS
- English (US)
- What is Caseware Cloud Engagements?
- 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
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No thanks, I just want the file.