Installing and using the Workpapers CS print driver

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

If you are a licensed user of Workpapers CS you can install the Workpapers CS print driver to make it available from print dialogs in all applications. Selecting the Workpapers CS print driver from non-CS Professional Suite applications, such as Microsoft Word or Microsoft Excel enables you to create and store a PDF image of the source document or workpaper in the engagement binder.

The Workpapers CS printer is installed and available for all applications for which you are licensed in the Virtual Office CS or Software as a Service (SaaS) environment, but it cannot be used to print from a locally installed application to a version of Workpapers CS that is accessed in the Virtual Office CS or SaaS environment.

Installing the print driver

Use the following procedure to manually install the Workpapers CS print driver. The installation steps need to be completed at each workstation separately.

  1. Close all open applications.
  2. In Windows Explorer, browse to the location of the Workpapers CS print driver's installation file at X:\Program Files (X86)\Creative Solutions\Workpapers CS\PrintDriver (where X is the location of your application's local installation files).
  3. Right-click the ACSPrintDriverInstall.exe file and choose to install the printer driver as an Administrator.

    Notes

Using the print driver

  1. Open a document or workpaper that you want to send to the engagement binder within an application (for example, a Microsoft Word document or Microsoft Excel workpaper). 
  2. Open the print dialog and select Workpapers CS as the printer, and then click the Print button to open the Workpaper Properties dialog.
  3. Select the workpapers client, binder name, folder location, and enter a workpaper reference and workpaper name.

    wp properties dialog

  4. Click OK to insert the workpaper as a PDF image into the Engagement Binder Tree.

Note: We recommend that you click the Refresh Refresh button button in the Engagement Binders Tree portlet toolbar to refresh all items in the tree to confirm that all workpapers have been printed successfully from Workpapers Printer.

Related topics

Workpapers workflow for audit-based engagements

Engagement processing overview

Editing PDFs

Add Workpaper Wizard

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