Process Unfiled Workpapers [File menu]

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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You can use the Engagement CS print driver available from the Print dialog in an external application like Microsoft Word or Excel to store images of workpapers directly in an existing engagement.

Choose File > Process Unfiled Workpapers to open the Process Unfiled Workpapers wizard.

The workpaper is immediately processed in the specific engagement that it was sent to when it is opened in Engagement CS and stored in the {Not yet filed} folder until you file it in another folder within the engagement.

Note: When you have the appropriate license and have PPC's SMART Practice Aids installed, you can send audit documents directly to the engagement via the {Not yet filed} folder.

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