New Engagement Document > Other tab

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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