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.