Inserting a new engagement document

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can add several different types of documents to an engagement.

  1. From the Engagement CS workspace, choose File > New > Document.
  2. In the New Document dialog, click one of the tabs and then click one of the document type options to add to the engagement:

    File > New > Document >
    Excel/Word tab
    • Custom Excel workpaper or cash flow statement
    • Blank Excel workpaper
    • Blank Word workpaper
    File > New > Document >
    PPC tab
    • Document from Checkpoint Tools™
    • Document from your Reference Library
    • Document from SMART Practice Aids™
    File > New > Document >
    Other tab
    • Document from an existing client
    • Document Reference
    • CSA Financial Statement, Transmittal Letter, or report
    • Confirmation reports from Capital Confirmation
    • GoSystem Audit/Fund financial statement or workpaper
    File > New > Document >
    Scan tab

    Scan options

    • Scan a single page
    • Scan multiple pages into a single file
    • Scan multiple pages into separate files

    File types

    • Scan into a PDF file
    • Scan into a Word file
    New Document dialog >
    External tab
    • Select a file to add to the Engagement
    • Select the file type
    • Delete documents from their original location (checkbox)
  3. Click Continue to proceed with the next steps in the Create Workpaper wizard, which differ somewhat depending on your selection in step 2 above.


  • All documents other than PDF documents and Excel workpapers are inserted into a Word workpaper in Engagement CS. This allows all documents to have a read/write copy (MS Word, Adobe, or MS Excel) format and a read-only copy. In addition, workpaper properties can be included in Word workpapers.
  • You can also use the drag-and-drop method to insert documents into an engagement.

Share This