• Engagements
  • Automatic Documents
  • Document Manager
  • Print and Save
  • Create Files
    • Engagement Properties
    • File Conversion
    • File Extension Index
    • Create a New File
    • Create a File and Import Data
    • Copy Components
    • Open a File
    • Compress a File
    • Rename a File
  • Imports
  • XBRL
  • Annotations
  • Issues
  • Roles
  • Accounts and Balances
  • Journal Entries
  • Mapping and Grouping

Create Files

Create new Working Papers files to store client data and perform engagements, or modify an existing file and its properties.

Overview

• Engagement Properties
• File Conversion
• File Extension Index

Getting Started

• Create a New File
• Create a File and Import Data
• Create a Sync Copy
• Copy Components
• Open a File
• Compress a File
• Rename a File