Send Engagement to > FileCabinet CS [File menu]

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

If your firm is licensed for FileCabinet CS and you have it installed, Engagement CS enables you to send workpapers and documents from the current engagement directly to FileCabinet CS.

To open the FileCabinet CS Documents dialog, choose File > Send Engagement to > FileCabinet CS.

Special Information

  • Documents for FileCabinet CS are sent as a single (stapled) document.
  • An engagement stored in FileCabinet CS cannot be altered. It is important to note that this is not a backup of the engagement but a printed copy of the engagement for storage purposes. In addition, engagement data is stored with the CSA client when it sent to FileCabinet CS.
  • An engagement stored in FileCabinet CS display documents and folders in the same order as they appear in the Tree View window in Engagement CS. They are available in a drawer marked /_images/acct_pr/csa/tipicon_engagementcs.gif Engagement CS within the engagement client in FileCabinet CS.

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