Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
There are two methods for opening a Word workpaper created in Engagement CS.
Right-click to open the context menu and choose Open to open the Word document within the Document View window in Engagement CS.
Note: Opening the document within Engagement CS allows you to view other documents, workpapers, notes, and Journal Entries in the engagement workspace without the need to switch back and forth between applications. Most of the Word functionality is available, but a few items, such as page setup, and print preview are not available.
Right click the Word document in the Tree View window in the Engagement CS workspace, and then choose Open in Word to open the document outside of Engagement CS - Opening the document outside of Engagement CS gives you complete Word functionality.
Notes
- To take advantage of the CSA add-in capability in Word, documents should be only be opened through Engagement CS and not directly from within Word.
- When you open an existing document from Engagement CS, a copy of the document that includes the links to CSA client data will be available. The original Word document will remain intact in the original location.
- By default, double-clicking a document will open the document in the Engagement CS workspace. You can change the double click option to open documents outside of Engagement CS by choosing Setup > User Preferences and marking the Use double click to open workpaper outside of Engagement CS checkbox.
See also: Word integration overview