Inserting a new engagement document

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

There are several types of documents that you can add to an engagement.

  1. Choose File > New > Document to open the Create Workpaper wizard.
  2. Select one of the following document types to add to the engagement:
    • Custom Excel Workpaper
    • Document from your PPC Library
    • Document from an existing client
    • Existing file (Excel, Word, and other file)
    • CSA Trial Balance Report
    • CSA Financial Statement, Transmittal Letter, or report
    • Document Reference
    • Blank Excel or Word workpaper
    • Scan Image
  3. Click the Next button to proceed in the Create Workpaper wizard.

Notes

  • All documents, except for 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 also be included in Word workpapers.
  • You can also use the drag-and-drop method to insert documents into an engagement. See Dragging and dropping a document into an engagement.

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