New Engagement Document > Excel/Word tab

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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The Excel/Word tab of the New Document dialog enables you to select a type of Excel or Word workpaper to insert into the current engagement which can be linked to the client's trial balance.

Choose File > New > Document, click the Exce/Word tab of the New Document dialog, and click one of the workpaper options.

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Related topics

Inserting a new engagement document

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