Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
There are two methods for opening a PDF file in Engagement CS. The first method enables you to open the PDF file in the engagement workspace, and the second method enables you to launch the PDF file in Adobe Reader.
Right-click and choose Open from the context menu to open the PDF file in the engagement workspace.
Note: Opening a PDF file within the engagement workspace enables you to view other documents, workpapers, notes, and journal entries in the application without the need to alternate between applications.
Right-click and choose Open with PDF Viewer from the context menu to open the PDF file in the Adobe Reader.
Notes
- By default, when you single-click a PDF file in the Tree View window it opens within the engagement workspace. However, you can choose Setup > User Preferences and clear the Use single click to open PDF files inside of Engagement CS checkbox so that you must double-click the PDF in the tree view for it to launch either within the engagement workspace or in Adobe Reader.
- By default, when you double-click a PDF document in the Tree View window it opens the document in Adobe Reader outside of engagement workspace. However, you can choose Setup > User Preferences and clear the Use double click to open workpaper outside of Engagement CS checkbox so that when you double-click to open a document, it opens in the engagement workspace.