Working Papers Welcome Interface
The Welcome interface opens when you launch Working Papers.
Click a location in the screen shot below to view its description
Recent Files
Opens the Files pane to Recent Files, listing the most recently accessed files, pinned files, and all local sync copies. Double-click on a client file to open it.
Notes
- Sync copies are listed, regardless of the access date, until they are deleted. For more information, see Managing Sync Copies.
- If the whole file path is not listed, mouse over to view the full path as a tooltip.
- Click the pin icon at the right of the file name to always include that file in the recent file list.
-
The last two accessed files are always listed.
- For information on updating the number of files listed or to clear the list, see General Options.
Computer
Opens the Files pane to Computer, listing the recently used folders on your local and network drives where client files are stored. Double-click on a folder or click Browse to open the Open Existing File dialog. Navigate to the client file to select it and click Open.
SmartSync Server
Opens the Files pane to SmartSync Server. Search the firm SmartSync Server or Cloud site for client file information such as the file name, the client number, the client name, or the client city in the Search bar. Double-click on a client file to open it. If it is the first time you open that file on the workstation, Working Papers will create a local sync copy.
Click Add Server to add a new server to the list, or Manage Servers to organize the servers into groups. The groups will show in the Places section for quicker access.
Note: The SmartSync Server option requires Working Papers with SmartSync.
Quick Access Toolbar
Customizable list of commands that are always visible. Default icons are New (
), Open (
), and Exit (
). Click 
to open the Customize Quick Access Toolbar menu.
