Working Papers (Settings)
From Settings | Working Papers | Import Client Files, you can batch import multiple client files at once.
|Entity selection method||Select the options for how you would like Cloud to assign Cloud entities to the files.|
|File Name||The name of the file.|
|Entity||The selected Cloud entity associated with this engagement.|
|Client Name||The information in the Client field of the Engagement properties.|
|Operating Name||The information in the Operating Name field of the Engagement properties.|
|Client Number||The information in the Client # field of the Engagement properties.|
|Home Page||The information in the Home Page field of the Engagement properties.|
|File Size||The size of the file.|
|Path||The folder path of the client file.|
From this section, you can create custom security roles for synced Working Papers files, or import an existing security configuration. For more information, see Controlling access to Working Papers files.
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