How do I create a binder package in CCH® ProSystem fx® Engagement?

To create a binder package in CCH ProSystem fx® Engagement:

  1. Highlight the binder in the Local File Room.
  2. Go to Tools > Create Binder Package, or right-click on the binder and select Create Binder Package.
  3. By default, Include all workpapers is checked.
    • Mark Include selected workpapers to select individual workpapers.
  4. You may choose one of the following:
    • Save package to a file in the location listed in the File name field, or 
    • Send package via e-mail to open a new e-mail, and add the binder package as an attachment.
  5. Click the OK button to create the binder package.
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