Receive Documents [Tasks menu]

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Staff in charge of the Master Client Data (MCD) or staff member(s) working in the field who have Engagement CS installed on their laptops or workstations connected to the local network can browse to the shared network folder or removable media where they can receive their assigned engagement files.

Choose Tasks > Receive Documents.

  • The transfer file comprises assigned sections of the engagement for use by specific staff members on the engagement team.
  • All files assigned to the user will be received by default.
  • After the transfer file has been received, the folders and subfolders necessary to display read-only and full-access workpapers are displayed in the Tree View window.

Special information

Fields & buttons

Related topics

Synchronizing with the Field Master Client Data or the Office Master Client Data

Send Documents [Task menu]

Procedures in Engagement CS

Reassigning a checked-out workpaper or document

Refreshing engagement documents

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