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- Access the product settings
- Policy responses
- Objectives
- Understanding
- Get started with Caseware SQM
- Review the Statement of Cash Flows in the financial statements
- Insert data using the Cloud Connector pane
- List of Cloud Connector functions
- Manage extractions
- Automated extraction
- Data match
- Validation and exception
- Redact information
- Get started - Firm Administrator
- Deploy an Office Add-in using the admin center
- Set up default document management settings and other firm-wide options
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