Viewing and resizing windows in Engagement CS

Show expandable text

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

By toggling on and off the toolbar and window items in the View menu, you can choose which toolbars and windows you want to appear in the Engagement CS workspace.

  1. To view an item or to restore it to view, choose View and toggle on the toolbar or window you wish to view or restore.
  2. To hide an item from view, choose View and toggle off the toolbar or window you do not wish to view.

    Note: You can also hide the Tree View window by clicking the /_images/acct_pr/csa/close_window.gif in the upper right corner. You can hide the Notes View window by clicking the /_images/acct_pr/csa/close_window.gif in the upper left corner. Restore either window by choosing View and checking the window(s) you wish to restore.

  3. You can adjust the width or height of any window by positioning the mouse pointer over the horizontal or vertical border. When the mouse pointer changes its appearance /_images/acct_pr/csa/cursor_02.gif, click and hold the border and drag it to the size you desire.

Tree View window properties

  • Expand any portion of the tree view by clicking the /_images/acct_pr/csa/expand_tree_sign.gif. Collapse any portion of the tree view by clicking the /_images/acct_pr/csa/close_tree_sign.gif.
  • View only the folder you are working in by selecting it and clicking the Filter button /_images/acct_pr/csa/filterbutton.gif.
  • Restore your view of all folders by clicking the Show All Folders button /_images/acct_pr/csa/showallfoldersbutton.gif. See also Filter by folder

Notes View window

  • Expand any portion of the tree view by clicking the /_images/acct_pr/csa/expand_tree_sign.gif. Collapse any portion of the tree view by clicking the /_images/acct_pr/csa/close_tree_sign.gif.
  • To modify a note, or to remove a sticky note from a document, highlight the note, right-click inside the Notes View window, and choose Edit Note, Delete Note, or Remove Sticky Note. See also Adding review notes

Document View window properties

  • This window takes up any area in the workspace that is not occupied by the Tree View and Notes View windows. Resizing the other windows allows you to manipulate the size and position of the Document View window.
  • Choose Setup > User Preferences and mark the Use tabbed window view checkbox to display a tab at the bottom of the window for each open document.
  • You can open both editable and non-editable workpapers in the Document View window. Clicking a document or workpaper in the Tree View will open it in read-only mode. Depending on the document type, you may also choose to open the document in Word or Excel directly in the Engagement CS workspace or outside of the workspace.

Note: The CSA menu, toolbar, and links to the CSA client data remains active when you launch the Excel or Word workpaper from within the Engagement CS workspace.

Was this article helpful?

Thank you for the feedback!