How to keep custom program steps in the program step library within CCH® ProSystem fx® Knowledge Coach.

Starting with the 2018 release of Knowledge Coach it is now possible to save custom program steps into the program steps library. 



To use this feature, do the following:
  1. Right click the workpaper containing the program steps you wish to save and click Properties.
  2. Click the Knowledge Coach Roll Forward tab.
  3. Select Keep custom program steps under the data retention options.
  4. Click OK.
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