Disconnect to Email Recipient [Tasks menu] (Engagement CS)

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Disconnect to Email Recipient feature in Engagement CS to disconnect Word or Excel workpapers and PDF files from the Trial Balance CS client data in CSA. This allows Engagement CS users to share workpapers and PDFs with clients, client's vendors, and other staff members that do not have the application installed. The disconnected items can be edited, formatted, and signed by non-Engagement CS users, and returned to you to be reconnected and updated in the engagement at a later time.

Choose Tasks > Disconnect to > Email. recipient

Note: The disconnect > reconnect feature in Engagement CS provides a dynamic workpaper or PDF that can be reconnected into an active engagement. You can use FileCabinet CS to provide static copies of engagement workpapers or documents if you do not intend for them to be updated or reconnected into the application.

Special information

Related topics

Disconnect to File

Select Documents to Disconnect

Reconnect [Tasks menu]


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