Adding Files to Portal from CCH^® ProSystem fx^® Engagement

Firm users can send workpapers from Engagement to Portal.

Notes: You must establish links between Engagement clients and their portals. You can do this in batches or you can do it for each individual client as you add files to Portal. If you don't have a portal for a client, you can also create a portal in the Publish to Portal window

To add Engagement files to Portal, do the following:

1. In Engagement, open the binder containing the workpaper to be sent.
2. Select File > Send To > CCH Axcess Portal.
3. Complete the File Format window. See Engagement Help for instructions on using the window.
4. Click OK.
5. Enter your Portal credentials, if needed.
6. Review the information in the Publish to Portal window and make any needed changes.
7. Select Publish selected files.
8. Click Close to exit the window.