Overview of inserting a PDF file into an engagement

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

A PDF (Portable Document Format) file can be inserted into an engagement as a read-only image, displayed in the engagement workspace.

Choose File > New Document, select External file (Excel, Word, or other file type), and then click the Next button to navigate to the location of the file that you want to insert into the current engagement.

Note: Currently, you cannot send PDFs to FileCabinet CS. If the engagement contains PDF files, you'll need to wait for a future release of Creative Solutions Accounting that will allow PDFs to be sent to FileCabinet CS before storing the engagement in FileCabinet CS.

See also: Store engagement in FileCabinet CS [File menu].

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