To place a copy of your Workpapers CS SQL database within Virtual Office CS or SaaS, follow these instructions.
- Create a backup of your Workpapers CS SQL database. For instructions, see Backing up the firm database.
- Contact support at 800-968-0600, then press options 1,7,1 to have a Support representative setup a Secure Data Exchange for you to upload your data.
Support Reps: It is very important that you provide your contact information on this call so the firm can contact you once the data is available on the Secure Data Exchange.
Internal: Using MKT for Secure Data Exchange
- Upload the SQL database to your Secure Data Exchange. For instructions, see Uploading data to Secure Data Exchange.
- Contact Support at 800-968-0600, then press options 1,7,1 to let us know that your SQL database has been uploaded.
Note: There will be a 24-48 hour turnaround before your SQL data is available in the CS Application.
Related topic: Getting started with Virtual Office CS or SaaS
Internal: Virtual Office CS SQL restore request