Rename Folder dialog

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 this dialog to rename the engagement or to rename a folder in the current engagement.

Highlight the engagement or an engagement folder in the Tree View window, choose Edit > Rename or right-click to open the context menu, and then choose Rename to open the Rename Engagement or Folder dialog, depending on the item selected.

Fields & buttons

New folder name. Enter a new name for the engagement or folder and then click OK.

Note that the following special characters cannot be used in an engagement name.

/ back slash
/ forward slash
? question mark
" quotation mark
: colon
< less than symbol
> greater than symbol
* asterisk
. period at end of name

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