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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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Opening and saving a Practice Aid Manager document from PPC's Reference Library
Follow these steps to open and save a Practice Aid Manager (PAM) document that you can retrieve into Engagement CS.
- Click the PPC's Reference Library button on the Engagement CS toolbar, or choose Tasks > PPC > PPC Reference Library.
- Click the green underlined title of the desired practice aid in the PPC Reference Library to open the practice aid in Practice Aid Manager.
- In Practice Aid Manager, choose File > Save to save the practice aid document to your local drive. You will be prompted with a message when the PPC practice aid has been successfully saved to a location on your local drive.
- When you have completed your selections, close Practice Aid Manager and the PPC Library.
Retrieving the practice aid document from PPC's Practice Aid Manager
Follow these steps to retrieve a PPC Practice Aid Manager document into Engagement CS.
- In Engagement CS, choose Tasks > PPC > Retrieve PPC Practice Aid Manager Documents to open the Properties page of the Create Workpaper wizard.
- Enter the appropriate information for the PPC practice aid document on the Properties page of the Create Workpaper wizard as needed.
- Click the Finish button to insert the Practice Aid Manager Document into the Engagement CS workspace.
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