Creating a Synchronized Copy of Consolidated Files
For an externally consolidated client file, follow these steps to begin working in a local offline copy of the external entity client files.
- Ensure the main consolidation client file on the server is fully consolidated and up-to-date by, on the Engagement tab, clicking Consolidate | Apply | OK.
- On the SmartSync tab, click Work Offline.
- Click OK.
Working Papers creates a synchronized copy of the main consolidation client file and prompts to determine if it should also create synchronized copies for each external entity client file.
- In the synchronized copy of the main consolidation client file, the path shown for each subsidiary will match the path in the server copy.
- Working Papers allows for the creation of the consolidation after the SmartSync environment has been created.