How do I receive a binder package in CCH® ProSystem fx® Engagement or Workpaper Manager?
Creating and receiving binder packages is completed in the Workpaper Management module of CCH® ProSystem fx® Engagement or Workpaper Manager.
- When receiving a binder package from a different firm, you must log in to the Workpaper Management module as the default "Admin" user account.
To Receive a Binder Package from a Known File Location
- Log in to the Workpaper Management module with the "Admin" user account and password.
- Click Tools > Receive Binder Package.
- Browse to the location of the binder package.
- If using Flash or USB Drives, copy the binder package to the local hard drive before receiving the Binder Package.
- Some Microsoft® Windows® security settings may not allow the binder package to be received from the Desktop. If unable to receive the binder package from the Desktop, move the binder package to ?:\Pfx Engagement\WM\Binder Packages (where ? is the drive where Engagement or Workpaper Manager is installed) and receive it from there.
- If the binder package was created in a different version of Engagement or Workpaper Manager, a dialog will appear stating that the binder will need to be converted to the current version. Click Yes.
- Binders created in versions older than the version being received to can be converted up. Binders created in newer versions cannot down-convert when being received on an older system.
- Example: Another firm is on v2021 of Engagement, and you are using v2020, You will not be able to receive the binder because you are on an older installation.
- Binders created in versions older than the version being received to can be converted up. Binders created in newer versions cannot down-convert when being received on an older system.
- If receiving a binder package from another firm, a dialog will appear stating that firm information, staff, and signoff information will be removed from the received binder. Click Yes.
- Open the local file room in your Workpaper Manager Module.
- Click on the received binder.
- On the toolbar, click Assign Binder Staff to assign staff to the binder.
- User must be a member of a staff group that has permissions to assign binder staff.
- The binder may now be synchronized to the Central File Room.
- If you are not logged in as the default Admin when receiving a binder package from another firm, you will not be able to synchronize the binder.
To Receive a Binder Package from an email Attachment
- Select the email in Microsoft® Outlook®.
- Click on the ADD-INS ribbon.
- Click on Engagement or Engagement Functions > Receive Binder Package...
- If the binder package was created in a different version of Engagement or Workpaper Manager, a dialog will appear stating that the binder will need to be converted to the current version. Click Yes.
- Binders created in versions older than the version being received to can be converted up. Binders created in newer versions cannot down-convert when being received on an older system.
- Example: Another firm is on v2017 of Engagement, and you are using v7.5.100.1223. You will not be able to receive the binder because you are on an older installation.
- Binders created in versions older than the version being received to can be converted up. Binders created in newer versions cannot down-convert when being received on an older system.
If receiving a binder package from another firm:
- NOTE: This must be performed by default Admin staff user. ALSO the all workpaper signoffs from the other firm will be removed from the binder when received into your Local Fileroom.
- a dialog will appear stating that firm information, staff, and sign-off information will be removed from the received binder. Click Yes.
- Open the local file room in your Workpaper Manager Module.
- Click on the received binder.
- On the toolbar, click Assign Binder Staff to assign staff to the binder.
- User must be a member of a staff group that has permissions to assign binder staff.
- The binder may now be synchronized to the Central File Room.
- If you are not logged in as the default Admin when receiving a binder package from another firm, you will not be able to synchronize the binder.
Solution Id | 000192467/sw11091 |
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