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Updating Client Files


The following steps describe how to update the client file if the update notification balloon has been displayed that indicates that updates are available.


  • In the event of an error during the update process, refer to this article for information on restoring from a backup in SmartSync.
  • Documents and templates shown may differ from your engagement.
  1. After launching the engagement file, click in the update notification balloon near the top left of the window to start the update process.

    Alternatively, you can click Check for Updates from the Update popup menu , in the status bar near the bottom right of the window.

  2. An Update from Template Notification dialog appears that displays a list of the components and documents to be updated. The update process indicates which documents are new in that version and separately, which documents exist in the previous version but are not included in the file being updated. The counts for new, updated, and deleted documents filter out N/A documents to provide a more meaningful count. The sign off state for documents, checklists and procedures is also displayed during the update process.

  3. Select from the following options:
    • Yes - Continue with the update.
    • No - Ignore the current update for the engagement file. The update notification balloon will no longer appear for the client file until a subsequent update is detected. Note: The update can still be manually performed by clicking Check for Updates from the Update popup menu
    • Never - Ignore all updates for the engagement file. The update notification balloon will no longer appear for the client file for the current and all future updates. This may be applicable when reviewing a prior year file that will never require updating. Note: The update can still be manually performed by clicking Check for Updates from the Update popup menu .
    • Cancel - Postpone the update. The update notification balloon will reappear each time the client file is reopened.
  4. The Template Update dialog appears. Before updating, you have the option to save the settings to reuse in a future file or load from a previous settings file. Click Update to begin the update or click Cancel to postpone the update process.

    Update Actions

    Create Settings File: Select to save your selections, which can be used when updating new files.

    Load and Update: Select to load the selections made in a saved settings file and immediately update the template.

    Load and Review: Select to load the selections made in a settings file with the ability to review before updating the template.

    Existing SettingsSelect the settings file to be used during the update process.
  5. (Optional) During the update process, a Backup dialog will appear. This enables you to back up your client file before performing any updates. In this dialog, type the location of the backup folder. Click OK to perform the backup, or click Cancel to cancel the backup.

  6. The Documents dialog appears if documents have been added, deleted, or changed as part of this update.

    The file listing is collapsed by default. Click on each heading to view the individual documents in each section.

  7. For each document in the update, click on the checkbox under Add (selected by default), or Delete (selected by default), or Update to include this document in the update, or click N/A to indicate it is not applicable and exclude it from the update. For example, if a document does not need to be in this engagement file, under the New Documents, select N/A and the document will not be brought into the file. Once N/A is selected, the document will hide in the dialog and will stay hidden during future updates. Click the Show N/A checkbox at the bottom to display all items that have been selected as not applicable or if N/A was selected in error.

    Note: A red exclamation mark () will appear near any signed-off documents in the Template Update dialog to indicate that they cannot be updated or deleted.

  8. Click the Update button to perform the document update, or click Skip to skip this step for now. The update notification balloon will prompt you next time the file is opened if you skip an update step. We recommend updating documents and procedures during a single content update. If you selected to update the FSA document, a warning will appear asking if you want to update the FSA or not since only the trial balance data will be retained and all other information will be lost before continuing with the update.

  9. If work programs or checklists contain new or updated procedures, the Work Programs and Checklists dialog appears. For each work program or checklist in the update, click the N/A check box to indicate it is not applicable and to ignore all procedure updates for the work program or checklist. Click Update to update all procedures in work programs and checklists that are not ignored, or click Skip to skip this step for now.

    Note: When updating a Common Procedure, all instances of the procedure are updated.

  10. A dialog appears listing information about the update progress, including the total number of documents, documents updated, and an estimate of the time remaining for the update.

  11. A notification is displayed when the update is complete. Click OK to begin working in the updated file.


The client file has been updated. Any new or updated documents will be tagged and placed based on its location in the Master Template.