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Tracker interface

You can navigate Tracker from the following interface elements:

Toolbar

The Toolbar provides quick access to commonly used functions.

Option Description
New

Create a new Working Papers file.

New Sync

Create a new SmartSync file.
Open

Open a Working Papers file.
Convert

Convert files from an earlier version of Working Papers to the current version.
Compress

Compress files to reduce their file size and save space.
Uncompress

Uncompress a compressed file.
Move

Move files to a different location.
Remove

Remove a file from Tracker.
Refresh

Refresh the view to display any updates.
Scan for Files

Scan a folder on your workstation or server for Working Papers files. Discovered files will display in the Engagements pane.
Help Topics

Access the Tracker web help.

Views pane

The Views pane displays a list of default and custom views for your Working Papers files. You can customize your views to display specific types of files and properties to help you manage them.

Default Views Description
Audit View View local Audit type files.
Local SmartSync Copies View local sync copies of your files.
Lockdown View View local files in the lock down state.
Simple View View all local files.
SmartSync Server View files from a linked SmartSync Server.

Engagements pane

The Engagements pane displays a list of relevant Working Papers files based on your current view. You can reorder the files by clicking View | Reorder Columns.... The properties under Active Columns display in the Engagements pane.

Option Description
Exists Display an icon if the file is still available at its original location.
Compressed Display an icon to show the compression status of a file.
Visible

Display whether a file is visible or hidden. Clearing this icon will hide the file.

Note: You can view visible, hidden, or all files by right-clicking the Engagements pane and clicking Filter By.
Version Display the file's current Working Papers version.
Operating Name Display the operating name from the Name/Address tab of the file's Engagement Properties.
Type Display the engagement type from the Name/Address tab of the file's Engagement Properties.
Year End Display the year end date from the Reporting Dates tab of the file's Engagement Properties.
Last Accessed Display the date and time the file was last accessed.
Last Accessed By Display the name of the user who last accessed the file.
Created Display the date and time the file was created.
Created By Display the name of the user who created the file.
Client Name Display the client name from the Name/Address tab of the file's Engagement Properties.
Engagement Description Display the engagement description from the Name/Address tab of the file's Engagement Properties.
File Name Display the saved name of the file.
Folder Group 1 & 2 Display the path to the folder and parent folder containing the .ac or .ac_ file.
Tax Entity Display the tax entity from the Name/Address tab of the file's Engagement Properties.
Year Display the year from the Reporting Dates tab of the file's Engagement Properties.
SmartSync Display a sync icon if the file is part of a SmartSync hierarchy.
SmartSync File Type

Display the SmartSync file type.

  • Not SmartSync
  • Traditional SmartSync
  • SmartSync Server
Local Child Path Display the path to the local child copy of a SmartSync parent file.
Lockdown Status

Display the lock down status of the file.

  • Locked Down
  • Pending
  • Not Locked Down
Lockdown Jurisdiction Display the selected jurisdiction in the Lockdown Wizard.
Lockdown Class Display the company type selected in the Lockdown Wizard.
Lockdown Date Display the lock down date selected in the Lockdown Wizard.
Report Date Display the report date selected in the Lockdown Wizard.
Cleaned Up Display if a Cleanup has been performed on the file.
Year End Close Performed Display if a year end close has been performed on the file.
Client # Display the client number from the Name/Address tab of the file's Engagement Properties.
Due Display the file's due date.
Progress Display the completion percentage of the file.
Status

Display the signed in/out status of the file.

  • N - None (not signed or checked out)
  • M - Master
  • C - Central copy
  • S - Signed out master copy
  • O - Checked out copy
  • E - Error
Address 1 & 2 Display the address from the Name/Address tab of the file's Engagement Properties.
City Display the city from the Name/Address tab of the file's Engagement Properties.
State Display the state from the Name/Address tab of the file's Engagement Properties.
Zip Code Display the zip code from the Name/Address tab of the file's Engagement Properties.
Country Display the country from the Name/Address tab of the file's Engagement Properties.
Phone Number Display the phone number from the Name/Address tab of the file's Engagement Properties.
Fax Display the fax number from the Name/Address tab of the file's Engagement Properties.
Home Page Display the website from the Name/Address tab of the file's Engagement Properties.
Tax Jurisdiction Display the tax jurisdiction from the Name/Address tab of the file's Engagement Properties.
S.I.C Display the S.I.C. from the Name/Address tab of the file's Engagement Properties.
A.I.C Display the A.I.C. from the Name/Address tab of the file's Engagement Properties.
E.I.N./BN Display the E.I.N./BN from the Name/Address tab of the file's Engagement Properties.
Contact 1 & 2

Display the information from the Contact 1 and Contact 2 tabs of the file's Engagement Properties.

  • Title
  • First Name
  • Last Name
  • Designation
  • Position
  • Phone Number
  • Cell Phone
  • Home Phone
  • Fax
  • Email
Location

Display the location of a file on your workstation.

If the Display SmartSync copies under location field option is enabled, you can expand the text in this column to display details for each SmartSync copy, including the file location, owner name, last accessed date, and percentage.
Protection Status

Display the current protection status of the file.

  • Protected
  • Not Protected
Compressed on Server Display an icon to show the compression status of a file on a SmartSync Server.

Details pane

In the Details pane, you can view general, address, and contact information, as well as the properties of the file that you’ve selected. The Details pane is generally easier to view than the columns in the Engagements pane.

The Details pane uses a simple web browser to display information, so you can right-click the pane to create a shortcut, print, or export the content.

Output pane

The Output pane generates messages and warnings about your Working Papers files.

Option Description
Duplicate Files

Display the status of duplicate files. Right-click the file name to repair (assign the duplicate a unique identifier) or remove the duplicate file.
Files Security Display the status of files where protection has been enabled or disabled.
Files Command Display the status of commands performed on a file.
SmartSync Queue

Display the status of files queued for SmartSync synchronization. You can add files to the queue by right-clicking them in the Engagements pane and clicking Queue for Synchronization.

Right-click files in the queue to remove them, synchronize them again, or view any synchronization conflicts that occur.
SmartSync Server Connection Display the connection status of linked SmartSync Servers.

Status bar

The Status bar displays the current operating status of Tracker. When performing a file scan, conversion, or other large operations, the progress is displayed in the Status bar.

When all processes are complete, the Status bar simply reports Done.

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