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In this article
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- Attach documents to an engagement file
- New in Caseware Cloud Engagements
- Carry forward an engagement
- Manage the engagement documents
- Create a new engagement based on an existing file
- Implement fund reporting
- Manage access for Caseware Cloud apps
- Download a reference copy of the engagement
- Generate an attribute sample from an analytic test
- Index
- Add an account or a group in the Data page
- Import the client’s transactions from a CSV
- Caseware Cloud Service Level Agreement
- Description of staff roles
- Firm Author
- Firm Administrator
- Contacts
- Staff
- English (Canada)
- Get started - Firm Administrator
- What is OnPoint DAS?
- New SLG forms
- Start the engagement
- Get Started
- Index
- What is OnPoint Audit SLG?
- Import the client's data
- Collect the initial information and documents from the client
- Start the engagement
- Get started - Staff
- Start the engagement
- Download files
- Roles and Permissions (Security)
- Files
- User Settings
- Settings
- New in Caseware Cloud
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