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Importing from Engagement CS
Requirements
File | Containing... |
---|---|
filename.WSW | Client information |
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
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Open the client file in which you want to import.
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From the Engagement tab, select Import | Working Paper Software.
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In the Convert From field, select Engagement CS and in the Version field, select the default version 2006-2015.
Note: Click here to see all Working Paper Software supported versions.
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In the Convert Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- Complete the remaining fields of the dialog. >>Quick Reference
- Click OK to begin importing.
Results
The information from the Engagement CS files will be imported into the Working Papers client file.