New Engagement Document > External tab

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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

Trial Balance (for Excel and Word documents only)

Related topics

Inserting a new engagement document

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