New Engagement Document > Other tab

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Other tab of the New Document dialog to add external documents, reports, or document references to the current engagement.

Choose File > New > Document and click the Other tab to choose one of the following options.


Related topics

Inserting a new engagement document

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