New Engagement Document > Scan 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Scan tab of the New Document dialog to insert a scanned image directly into an engagement as a Word document or PDF, without having to scan the image and save it on the local or network drive before inserting it into the engagement.

Choose File > New > Document and click the Scan tab to set up scanning options.

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Inserting a new engagement document

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