Filing an external workpaper sent to the engagement via the Engagement CS print driver

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Follow these steps to file a document or workpaper that has been sent to the engagement via the Engagement CS print driver.

  1. Select the {Not yet filed} folder or a single workpaper within the folder.
  2. Choose File > Process Unfiled Workpapers to open the Process Unfiled Workpapers wizard.
  3. Choose one of the following options for the unfiled workpaper, and then click Next:
    • Move this workpaper to another folder
    • Replace an existing workpaper
    • Do not process this unfiled workpaper, leave it in the Unfiled folder

See also: Process Unfiled Workpapers [File menu]

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