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Caseware Cloud
PBC Requests
PBC Requests
26 articles in this locale.
Topics
2 articles
Index
What is Caseware PBC Requests?
What's New
6
New in Caseware PBC Requests
Release updates
Known issues
Release History
3
Caseware PBC Requests Fall/Winter 2021
Caseware PBC Requests Spring 2021
Caseware PBC Requests Fall 2020
Get Started
4
Get started - Firm Administrator
Get started - Firm Author
Get started - Staff
Get started - Contact
Collaboration
11
Staff-client interaction workflow
Create an engagement file
Author content in multiple languages
Complete the Optimiser document
Review the query
Send the query to clients
Clients respond to the query
Review client progress and responses
Collaborate with clients
Reopen the query
View the status of the query
Wrap Up
3
Complete the query
Locate the client's documents
Wrap up and lock down the engagement
