How do I use the Central File Room (CFR) Workpaper Path Change Utility?

Before utilizing the Utility, complete the following:

  • Decide which CFRs to move the workpapers for, and where to move them to. 
  • Ensure that the target location has adequate storage capacity to accommodate the workpapers currently stored in the CFR.
  • The CFR Workpaper Path Change Utility allows change to the workpaper path for a Central File Room (CFR) without assistance from support. 
  • Ensure that no one is currently synchronizing binders associated with that CFR. 
    • It will not be possible for a user to synchronize a binder associated with the CFR until moving it has been completed.

To use the Workpaper Path Change Utility, complete the following:

  1. Log into the CCH ProSystem fx Engagement Admin module. 
  2. Right-click on the CFRs changing the path for, and click Properties.
  3. Put a check in the box next to Disable LFR to CFR Synchronization.
  4. Click OK.
  5. Repeat the process for any additional CFRs.
  6. Close out of CCH ProSystem fx Engagement Admin Module.
  7. Copy the workpaper files from their original location and paste them to the desired location.
  8. Launch the CFR Workpaper Path Change utility. 
    • The utility is located in the "Utilities" folder of the Engagement CD Image.
    •  At "(X):\Pfx Engagement\Admin\Engagement CD Image\Utilities"
      • Where X is your installation drive.
    • The file is called "CFRworkpaper.exe."
  9. Choose the CFRs to change from the "Inactive CFR" drop-down. 
    • Only the CFRs flagged as "Disable LFR to CFR Synchronization" will appear here.
  10. Click the Browse button next to the "New CFR path" field.
    • If the central file room folder is on the local server do not use a mapped drive or UNC path.
    • If the central file room folder is being hosted on another machine or server you must browse to a mapped network drive. You cannot use a UNC path. 
  11. Browse to the folder the workpapers were copied into, and click OK.
  12. Put a check in the box next to I have confirmed all binder synchs with this CFR have stopped.
  13. Click the Modify button.
  14. Repeat the preceding steps as necessary for any additional CFRs.
  15. Close the CFR Workpaper Path Change Utility.
  16. Log in to the CCH ProSystem fx Engagement Admin module.
  17. Right-click on the CFRs that were moved and click Properties.
  18. Uncheck the box Disable LFR to CFR Synchronization.
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