Configuring the Document Integration with CCH® ProSystem fx® Engagement

CCH ProSystem fx Engagement is an electronic workpaper management solution that streamlines all stages of an engagement. You can move or copy files between Document and Engagement if your firm licenses both products. Before you can send files between Engagement and Document, you must perform the following setup:

  1. Export a client list from Engagement. See the Engagement Help files for instructions.
  2. Use the Batch Client Linking Utility to link Engagement clients to Document clients. To access this utility, do the following:

    1. Click Utilities under Firm on the Application Links window in Dashboard.

    2. Click Batch link clients.
    3. Complete the linking process in the window. Click in the upper-right corner of the window for more assistance, if needed.
    4. Complete the linking process in the window. Click in the upper-right corner of the window for more assistance, if needed.

To send files from Document to Engagement, right-click the file in Document, and then select Send to > Engagement > Move or Send to > Engagement > Copy. You can find information about sending files to Document from Engagement in the Engagement Help.