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

You can send workpapers from Portal to Engagement. When you send a workpaper to Engagement, Portal adds an entry to the file's history so you have a record of what occurred for future reference. Portal retains its copy of the file. Files must be checked in and unlocked before they can be sent to Engagement.

Note: This feature is available only to firm users.

To send a file from Portal to Engagement, do the following:

1. Select the portal for the file, if it is not already selected.
2. Use any of the following methods as needed to locate the file to be sent to Engagement:
• Quick Search allows you to search for the text in the file name, or in the name of the portal or folder where the file is stored.
1. In the Search box in the top-right corner of the Portal window, enter the text to search for.
2. Press Enter, or click Search.
• Basic Search gives you the ability to search for a file by text in the file's contents, as well as by the portal or file name.
1. Click Search in the top-right corner of the Portal window.
2. Enter the text to search for in the boxes in the Search Options area.

   Field	Description
   Portal Name	Enter all or part of the portal name. As you type, the system displays portal names that are potential matches. Select the correct portal name when it displays.
   File Name	Enter all or part of the file name. As you type, the system displays file names that are potential matches. Select the correct file name when it displays.
   Words	Enter a word that is included in the file's contents. Note: Click Excluded Words to display a list of common words, letters, and numbers that are ignored by the search function.

3. Click the Search button in the Search Options section.
4. If needed, click Reset to delete the search criteria and create a new search.
• Advanced Search provides additional metadata search options. Among other criteria, you can specify a file's status, when it was last modified, and keywords assigned to the file.
1. Click Search in the top-right corner of the Portal window.
2. Click Advanced Search.
3. Enter search criteria in the Search Options section to narrow your search results.

   Field	Description
   Portal Name	Enter all or part of the portal name. As you type, the system displays portal names that are potential matches. Select the correct portal name when it displays.
   File Name	Enter all or part of the file name. As you type, the system displays file names that are potential matches. Select the correct file name when it displays.
   Folder Templates	Click the lookup button and select a folder template from the folders in the selected portal. Note: This search option is available only if you enter a portal name.
   User Modified	Enter the email address of a user who modified the file. Note: You must enter the complete email address of the user. Partial matches will not work for this search parameter.
   File Status	Select a file status from the list.
   Words	Enter a word that is included in the file's contents. Note: Click Excluded Words to display a list of common words, letters, and numbers that are ignored by the search function.
   Date Modified	Specify when the file you are searching for was last modified. Select a qualifier from the list, and then select a date from the calendar. Any. The date a file was modified is not used as criteria for the search. Is. Indicates the file was modified on the selected date. Is before. Indicates the file was modified before the selected date. Is after. Indicates the file was modified after the selected date.
   Expiration Date	Specify when the file you are searching for is set to expire. Select a qualifier from the list, and then select a date from the calendar. Is. Indicates the file expires on the selected date. Is before. Indicates the file expired before the selected date. Is after. Indicates the file will expire after the selected date.
   Keyword	Enter a keyword associated with the file.

4. Click the Search button in the Search Options section.
5. If needed, click Reset to delete the search criteria and create a new search.

Tip: Click the Save button  in the top-right corner of the Search Options window to save your search criteria for future use. Filters and column modifications in the search results grid are not included as part of saved searches.

3. Right-click the file, and then select Send to Engagement.

   Note: You can select multiple items at one time. To select items next to each other, press and hold Shift while clicking the first and last items in the list. To select items that are not next to each other, press and hold Ctrl while clicking each item you want to select.

4. If needed, enter your Engagement login credentials.
5. Select options for the file in the Insert Workpaper Wizard, clicking the Next and Back buttons as needed to move through the wizard windows. For assistance with a window, click the Help button.
6. Click Finish.