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Create a sync copy

To start using SmartSync, you must create a local sync copy of your Working Papers file. You can consider this local sync copy as your personal copy of the file. All modifications to the sync copy will synchronize with the parent file, and subsequently, any other users with their own local sync copies.

Before you create a local sync copy of your Working Papers file, you can specify the default path where the file will be stored on your workstation.

To specify the default path:

  1. On the ribbon, click Tools | Options | Default Paths.
  2. Under SmartSync Path, click Browse.
  3. Navigate to the location where you want to store your local sync copies. Click Select Folder. Click OK.

The default path for local sync copies is specified. You can now create a local sync copy.

To create a local sync copy:

  1. In Working Papers, open the file where you want to create a local sync copy.
  2. On the ribbon, click SmartSync | Create Sync Copy.
  3. A confirmation prompt displays. Click OK.

The sync copy is created on your local workstation in the default path. Click SmartSync | Go Online to begin synchronizing your sync copy with the parent file.

Notes:

  • The name of the file folder containing your local sync copy is automatically appended with (Sync). For example, file ABC Limited creates the local sync copy in the folder ABC Limited (Sync).
  • You can open a sync copy similar to any standard Working Papers file. Sync copies are labeled with a synchronization icon on the File menu.
  • When closing a sync copy, you are typically required to close external documents (such as Word or Excel files) that are used in the file.

Create a sync copy of a Cloud file

If your firm has integrated Working Papers with Cloud, you can create sync copies of the files directly from Working Papers.

Prerequisites:

To create a sync copy of a Cloud file:

  1. Open Working Papers.
  2. A prompt to sign-in to your Cloud account displays. Log in with the applicable credentials.
  3. On the ribbon, click File | Open | Caseware Cloud.
  4. In the Entity Search bar, search for the name of the entity where the file is located.
  5. In the search results list, click on the name of the applicable entity.
  6. Next to the name of the file, click Open.

The sync copy opens in Working Papers.

Create a sync copy of a SmartSync Server file

If your firm has set up a SmartSync Server, you can create sync copies of the files directly from Working Papers.

Prerequisites:

  • Ensure you add the SmartSync Server to Working Papers (File | Open | SmartSync Server | Add server).

To create a sync copy of a SmartSync Server file:

  1. Open Working Papers.
  2. A prompt to sign-in to your SmartSync Server displays. Log in with the applicable credentials.
  3. On the ribbon, click File | Open | SmartSync Server.
  4. A list of files from the SmartSync Server displays. Double-click the file where you want to create a sync copy.

The sync copy opens in Working Papers.

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