• Engagements
  • Automatic documents
  • Document Manager
  • Print and save
  • Create files
    • Cloud-based file storage
    • 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
  • Annotation
  • 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

• Cloud-based file storage
• Engagement Properties
• File conversion
• File extension index

Get 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