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- Add areas
- Content Management
- Presentation and Formatting
- Index
- Support
- Add cell references in dynamic tables
- Add a response type to a procedure
- Add authoritative references in a procedure
- Rearrange procedures
- Import the client's data
- Index
- Import the client's data from a CSV or Excel file
- Import the trial balance from an engagement file
- Import and manage data
- Edit an added PDF document
- Create entity associations
- Manage the firm template
- Get started - Firm Author
- Get started - Firm Administrator
- English (US)
- Firm settings - Caseware Working Papers Backups
- English (US)
- Create an entity
- Get started - Firm Administrator
- English (US)
- Entity creation
- Entities
- Perform risk assessment
- Import the client's data
- Send initial client queries
- Edit the OnPoint Audit SLG engagement letter
- Review and send the engagement letter
- Review the prior year's engagement
- Create placeholders in the engagement file
- Create an engagement file for the next period (roll forward)
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No thanks, I just want the file.