• Working With SmartSync
  • Publishing a Working Papers File
  • Creating a Synchronized Copy of a File
  • Connecting to a Parent File
  • Opening a Client File
  • Closing a Sync File
  • Abandoning Sync Copies
  • Returning SmartSync Files to a Non-Sync State
  • Replacing the Server Copy
  • Opening the Top-Level Parent File
  • Applying Changes to the Top-Level Parent File
  • Creating a Sync Copy for Another User
  • Managing Sync Copies
  • Creating a Synchronized Copy of Consolidated Files
  • Creating a Consolidation in a SmartSync Environment
  • Working Online
  • Working Offline
  • Sync Status
  • Synchronization Properties
  • Clear Synchronization Information Command
  • Publish to Server / Replace Server Copy
  • SmartSync and Lockdown
  • Consolidations With SmartSync
  • Working with Synchronized Consolidated Files
  • Templates and SmartSync
  • Locking documents for exclusive use

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.

Procedure

1. 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.
2. On the SmartSync tab, click Work Offline.
3. Click OK.

Results

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.