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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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You can add several different types of documents to an engagement.
- From the Engagement CS workspace, choose File > New > Document.
- 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 tabScan 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)
- Click Continue to proceed with the next steps in the Create Workpaper wizard, which differ somewhat depending on your selection in step 2 above.
Notes
- 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.
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