Process Unfiled Document > Properties

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

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To insert the unfiled document in the current engagement you must provide the following information on the Properties page of the Process Unfiled Document wizard:

  • Workpaper Name
  • Workpaper Reference
  • Staff Assignment
  • Roll Forward and Wrap Up treatment

Choose File > Process Unfiled Workpapers to open the Process Unfiled Document wizard. Select to Move, Replace, or leave the selected unfiled document unchanged, and then click the Next button to make further choices based on the option selected.

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