How do I make a copy of a binder in CCH® ProSystem fx® Engagement or Workpaper Manager?

The following video shows how to copy a binder in CCH® ProSystem fx® Engagement.

 

You can copy a binder if you belong to a staff group with rights to create a new binder and are assigned to the binder. You can copy binders only to client folders within your Local File Room. If you are working in a Shared File Room, you can copy binders only to client folders within the host's Local File Room. For more information, see this article: How do I edit the staff rights for CCH ProSystem fx Engagement or Workpaper Manager users?

The following are a few points to remember:

  • All workpapers and tabs are copied to the new binder.
  • Workpapers in the new binder keep a record of the last modification made to workpapers in the copied binder.
  • A record of the date the binder was copied and the staff member who copied the binder will be kept in the workpaper history.
  • You can copy and paste a finalized binder, but you cannot cut and paste a finalized binder.
  • You cannot copy a binder to another staff member's Local File Room.
  • You must copy the binder to a client folder, and the binder must be closed
  • Synchronization history is not copied to the new binder.
  • The binder status is retained in the new binder.

To make a copy of a binder, do the following:

  1. Highlight a binder in the List pane of the Local File room to select it.
    • If you want to copy multiple binders, use the Ctrl or Shift keys to highlight multiple binders. 
  2. Right-click on the binder and select Copy, or click the Copy button on the toolbar. 
  3. In the local file room, click to highlight the Client folder that you want to copy the binder to, right-click and select Paste, or click the Paste button on the toolbar. 
    • The Paste option will only be available in the local file room, if the client folder is right-clicked or selected. You cannot paste into the Central File Room client folder, or into the List pane. 
  4. The Paste Binder Options window will display for each binder you are copying. There will be 1 to 3 tabs of options to select what to paste to the new binder. Choose from the following:
    • General
      • Staff assignment - If this option is chosen, workpaper notes, sign off information, and current editor status information is carried to the copied binder. You will have current editor rights; however, any workpapers owned by other staff members will be assigned to that person.
      • Binder History - The History tab displays a historical log of critical activities that have occurred within the binder.
      • Trash content - Keeps the workpapers that are in the trash of the existing binder.
    • Trial Balance
      • Chart of accounts - Copies the chart of accounts.
      • Journal entries - Copies any journal entries. 
    • Knowledge Coach 
      • This includes options whether to keep or replace KC workpapers, keep data retention for entered data, whether to keep or reset responses, and you can select to keep certain customizations for content updates.
  5. If you would like to convert the files from .doc and .xls file format to the newer .docx and .xlsx file types please be sure to select the check box at the bottom stating "Convert Microsoft Office .xls and .doc workpapers to the .xlsx and .docx format"
  6. ​​Click OK
  7. A message will display that "The period information in the properties of the binder being copied cannot be modifed. Would you like to be able to modify the period information in the properties of the new binder?" Clicking Yes will allow the period information to be modified in the new binder. Clicking No will prevent changes to the period in the new binder. 
  8. When the copy is complete, the binder will be named "Copy of [original binder name]." If you want to rename the binder, right-click on the copied binder and choose Properties, then change the name on the General tab. 
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