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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The New Engagement Document - Create page of the Create Workpaper wizard enables you to select an existing Word, Excel, or other file type to add to the engagement.
Choose File > New > Document and click the External tab to select the external file and to specify the file type and trial balance treatment options.
Fields & buttons
Enter the path and filename of the file you want to add to the current engagement in this field. You can also select multiple files to add to the engagement.
Choose one of the following file types from the drop-down list in this field.
- Word. Microsoft Word document.
- Excel. Microsoft Excel document.
- HTML. Web page.
- Image. Bitmap, JPG and other image files.
- PDF. Portable document format.
- Text. Text-only file.
- TValue. TValue file.
- XML. eXtensible Markup Language.
- Generic. Generic file to store with engagement.
- Mail. Microsoft email file.
Notes
- The program automatically fills in this field if it recognizes the type. If the program does not recognize the type, the Generic file type is automatically selected.
- This field is disabled if multiple file types are selected.
Trial Balance (for Excel and Word documents only)
Select this option to delete the file from the original location after the file is copied into the engagement.
Related topics
Inserting a new engagement document