New Engagement Document > Properties

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To insert the new engagement document in the current engagement you must provide the following information on the Properties page of the New Engagement Document wizard:

Choose File > New > Document to open the New Document dialog. Choose an option from one of the available tabs to select a type of document to insert in the engagement. Click the Continue button to make further choices (depending on what option you selected). The last page of the Create Workpaper wizard is the Properties page.

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Inserting a new engagement document

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