Opening Word documents in Engagement CS

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

You can open Microsoft Word directly in Engagement CS to give you the functionality of Word from within the Engagement CS workspace. The engagement workspace also provides additional menu options and toolbars that are specific to the application.

Follow these steps to open a Word workpaper from within Engagement CS.

  1. Select a Word-based workpaper from the Tree-view window in Engagement CS.
  2. Right-click to open the context menu and choose Open to launch the Word application within Engagement CS.

Note: The Word document that you choose must be assigned to your staff ID in order for you to open it in Engagement CS.

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