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United States Support
Workpaper Dashboard
Add a custom Microsoft Excel workpaper
Add a folder or subfolder in an engagement binder
Add a PPC Checkpoint Tools workpaper
Add a scanned object in an engagement
Add blank Microsoft Excel and Word workpapers
Add SMART practice aids to a linked engagement binder
Add workpaper link in SMART practice aids document
Add workpapers from an existing binder
Adobe Reader and Acrobat considerations
Append a scanned image to a workpaper
Assign workpapers in an engagement
Backup and restore a client for work in the field
Best practices for Source Document Processing (SDP)
Create and use templates for custom Excel workpapers
Define columns in a Microsoft Excel workpaper
Delete PPC's SMART Practice Aid documents
Document and Enter Trial Balance screen don't match
Error opening Workpapers dashboard
Error: RPC server is unavailable
Error: The number of Workpapers CS users has exceeded the licensed amount
Troubleshoot Microsoft Office add-ins for Workpapers CS
Error: A new guard page for the stack cannot be created
Extract pages in the PDF editor and insert them back to a binder
Insert links from the Workpapers CS ribbon
Print from the Workpapers Dashboard
Return multiple workpapers to the engagement binder
Review all notes in an engagement binder
Roll forward a SMART Practice Aids engagement
Roll forward an engagement binder
Share engagement documents with people who don't use the application
Take workpapers out for work in the field
Transfer processed 1040 tax engagement workpapers to UltraTax CS
Transmit and retrieve source documents in a 1040 tax engagements
Troubleshoot the Workpapers CS print driver
Troubleshoot Source Document Processing
Use notes in an engagement binder
Use the Engagement Binders tree
Use the File Exchange Documents portlet
Use the Source Document Processing Status portlet
Use the Onvio Documents portlet
View all workpapers in an engagement binder
View or open PPC's SMART Practice Aids documents
Workpapers CS document extraction