Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Workpaper Dashboard

Add an engagement binder

Follow these steps to add an engagement binder.
  1. Select
    Setup
    , then
    Engagement Binders
    .
  2. Select
    Add
    .
  3. Enter a name for your binder.
  4. Select an
    Engagement Type
    .
  5. Select a
    Source
    .
    1. Choose a
      Client
       and
      Engagement binder
       if you select
      Existing
      . Only the folders, folder structure, and workpapers are copied into the new binder, and not any notes or signoffs.
  6. Select
    OK
    .
  7. Select a
    Status
    .
  8. Select a
    Period ending date
    .
  9. Enter the beginning and ending dates for your engagement.
  10. Mark the checkboxes to give your staff members access to this engagement.
  12. (Optional) If you have the Fieldwork module for Smart Practice Aids, select the PPC tab to add your engagement to a SMART Practice Aid engagement.
  13. Select
    Enter
    , then
    Done
    .

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements