Inserting a new engagement document

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

There are several types of documents that you can add to an engagement.

  1. Choose File > New > Document to open the Create Workpaper wizard.
  2. Select one of the following document types to add to the engagement:
    • Custom Excel Workpaper
    • Document from your PPC Library
    • Document from an existing client
    • Existing file (Excel, Word, and other file)
    • CSA Trial Balance Report
    • CSA Financial Statement, Transmittal Letter, or report
    • Document Reference
    • Blank Excel or Word workpaper
    • Scan Image
  3. Click the Next button to proceed in the Create Workpaper wizard.


  • All documents, except for PDF documents and Excel workpapers are inserted into a Word workpaper in Engagement CS. This allows all documents to have a read/write copy (MS Word, Adobe, or MS Excel) format and a read-only copy. In addition, workpaper properties can also be included in Word workpapers.
  • You can also use the drag-and-drop method to insert documents into an engagement. See Dragging and dropping a document into an engagement.

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