Creating a Document Library
In Working Papers, you can place your most commonly used client files in a Document Library. The documents and templates in these files become available to all users.
Use Windows Explorer to create a Document Library folder on your system.
Tip: We recommend a folder that is accessible to all Working Papers users.
- From the Tools tab, click Options | Default Paths.
Click Browse and navigate to a folder to be the Document Library Path. Click Select Folder to finish. The path of the Document Library is displayed.
You have created a Document Library. Add documents and templates to the Document Library to reuse them.
Client files added to the Document Library folder can be used in your Working Papers client file in the Document Library Dialog.