Disconnect to File [Tasks menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Disconnect to File feature in Engagement CS to disconnect Word or Excel workpapers and PDFs from the existing Trial Balance CS client data in CSA. You can place the workpapers or PDFs on a network location and copy them to removable media. This allows Engagement CS users to share workpapers and PDFs with clients, client's vendors, and other staff members that do not have the application installed. These workpapers and PDFs can be edited, formatted, and signed by non-Engagement CS users and then returned to be reconnected and updated in the engagement at a later time.

Choose Tasks > Disconnect to > File.

To make disconnected Word, Excel, or PDF documents available in the engagement, choose Edit > Undo Disconnect for the selected items.


  • Staff members can disconnect only workpapers that have been assigned to them as read/write on the Workpaper Assignments tab of the Engagement Properties dialog.
  • The disconnect > reconnect feature in Engagement CS provides a dynamic workpaper or PDF that can be reconnected into an active engagement. You can use FileCabinet CS to provide static copies of engagement workpapers or documents if you do not intend for them to be updated or reconnected into the application.

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Related topics

Disconnect to Email Recipient

Select Documents to Disconnect

Reconnect [Tasks menu]

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