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

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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