Select Documents to Disconnect

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can mark the checkbox next to each engagement, folder, and Excel and/or Word workpaper in the Select Documents dialog to perform one of the following engagement functions:

The Select Documents dialog displays all folders with Excel and Word workpapers available for disconnection from the Master Client Data (MCD) or Local Client Data (LCD). In addition, documents that are outdated in the engagement appear in red in the tree view. For details, see Refreshing engagement documents on demand.

See also: Reconnect [Tasks menu]

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