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-- How Do I? --

Publishing a Working Papers File

Working Papers client files that are in a non-sync state can be published to a SmartSync Server or Cloud for use as a top-level parent file.

  1. Open the non-SmartSync engagement file in Working Papers.
  2. On the SmartSync tab, click Publish.
  3. Select the appropriate server where the file is to be published. If there are no servers, from the Server drop-down menu, select Add Server and enter the server location and label.

  4. (If applicable) Select the appropriate folder from the Location drop-down menu.
  5. Click OK.

The client file is published to the server.


  • If the connection to the server fails, the file is not published.
  • You can continue to work in the file while it is being published.
  • The synchronization status indicates Publishing until the file transfer is complete. For more information, see Sync Status .
  • The file is not available to other users until the publishing process is complete. If the process is interrupted, the upload resumes where it was interrupted after a connection is re-established.
  • Contact your network administrator for server specifications.