-- User --

Creating Client Files

The template can be integrated with your client data in one of three ways:

  • Create a new file based on the template: You can create a new file when no client data exists at the time of creation.

  • Create a new client file from existing client data based on the template: You can create a file based on the data included in an existing Working Papers file or an accounting package.

  • Add to an existing Working Papers client file: You can merge template documents into an existing client file.


  • If security is enabled, a message opens, indicating that security is enabled. A Log In dialog will appear in which you can type your user name and password. You will be required to log in a second time once the creation of the new file is completed.

  • If Working Papers is open, you can launch the Create New File dialog by selecting New from the File menu.