Manage Files

Create a new file in Working Papers. After creating the file, it is automatically added to Tracker.

• On the menu, click File | New.
• On the Toolbar, click the New icon.
• Right-click a file and click New.

Create a new sync copy of a file.

• Select a non-sync file and click File | New Sync.
• Select a non-sync file, then on the Toolbar, click the New Sync icon.
• Right-click a non-sync file and click New Sync.

Open the file in Working Papers.

• Select the file and click File | Open.
• Select the file, then on the Toolbar, click the Open icon.
• Right-click the file and click Open.
• Double-click the file.

Convert one or multiple files to the version of Working Papers that is installed on the workstation.

• Select the file or files and click File | Convert.
• Select the file or files, then on the Toolbar, click the Convert icon.
• Select the file or files, then right-click a file and click Convert.

Compress one or multiple files to save space on your hard drive or network.

• Select the file or files and click File | Compress.
• Select the file or files, then on the Toolbar, click the Compress icon.
• Select the file or files, then right-click a file and click Compress.

You can select whether to include backup (.BAK) files and sub-folders in the compressed file.

Uncompress one or multiple compressed files that you need to work on.

• Select the compressed file or files and click File | Uncompress.
• Select the compressed file or files, then on the Toolbar, click the Uncompress icon.
• Select the compressed file or files, then right-click a file and click Uncompress.
• Open a compressed file.

Move one or multiple files to a new folder, while retaining any file linkages.

• Select the file or files and click File | Move.
• Select the file or files, then on the Toolbar, click the Move icon.
• Select the file or files, then right-click a file and click Move.

Select the new folder where the file(s) will be moved.

Remove one or multiple files from the Engagements pane in Tracker. Removing a file does not delete it from your hard drive or network. If you want to remove a file from your view that is part of the Data Store, we suggest you hide the file instead.

• Select the file or files and click File | Remove.
• Select the file or files, then on the Toolbar, click the Remove icon.
• Select the file or files, then right-click a file and click Remove.
• Select the file or files, then press Delete on your keyboard.

You can restore all removed files by performing a new file scan.

Perform a year end close on one or multiple files.

• Select the file or files, then right-click a file and click Year End Close.

Complete the options in the Year End Close and Roll Forward dialog, then click Start to proceed.

Note: When performing a year end close in Tracker, you cannot modify the R/E Account Number and Account Number fields.

Publish one or multiple files to a connected SmartSync Server.

• Select the file or files, then right-click a file and click Publish.

Select the server and location where you want to publish the file.

Assign one or multiple users to a protected file to permit them access.

• Right-click a file and click Assign Users.

Add the users and groups you want to assign to the file.

Enable or disable protection for one or multiple files.

• Select the file or files, then right-click a file and click Turn Protection | On/Off.

Synchronize a file with the SmartSync parent file.

• Select one or multiple sync files, then right-click a sync file and click Queue for Synchronization.

Synchronization progress displays in the Output pane.

Synchronize changes to the parent file, then delete the local child copy of one or multiple files.

• Select one or multiple sync files, then right-click a sync file and click Delete Local Child Copy.

View the properties of a SmartSync file, including the user, last accessed date, completion percentage, and SmartSync heirarchy.

• Right-click a sync file and click SmartSync Properties.

Export one or multiple files to Microsoft Excel.

• Select one or multiple files, then right-click a file and click Export to Excel.

Display the local path of child copies and additional properties under the Location column of the SmartSync Server view.

You must restart Tracker for this setting to take effect.

Verify that the current user can access each file in Tracker. By default, accessible files display in black text and inaccessible files display in gray text.

File validation may temporarily affect Tracker performance. You must restart Tracker for this setting to take effect.

Temporarily cache Tracker information locally on your workstation. Click Delete Cache to delete the cache.

You must restart Tracker for this setting to take effect.

Select the commands that you want to include in the log file.

SmartSync Server commands affect files on a connected SmartSync Server. When a user performs one of these commands, a record is generated in the log that contains the file name, location, time, and result.

Select the commands that you want to include in the log file.

Local commands affect files on a local workstation. When a user performs one of these commands, a record is generated in the log that contains the file name, location, time, and result.

Select the commands that you want to include in the log file.

Download commands create new files on a local workstation or connected SmartSync Server. When a user performs one of these commands, a record is generated in the log that contains the file name, location, time, and result.

Select the date format to use in the next year file. A date is appended to the next year file using this format (unless specified otherwise).

Select to verify that all files in a bulk conversion are successfully converted. Enabling this option will increase overall conversion time.