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Managing PPC's Practice Aids™ without paperless engagement software

You can use PPC’s Practice Aids™ without paperless engagement software. (You can use them with Word or Excel alone.)  In that case, you should create a separate folder for each engagement, and all of the Practice Aids documents should be stored in that folder.  This helps ensure optimal workpaper organization and facilitates the use of the Share Data features.  (See the separate help topic on Share Data in PPC’s Practice Aids™ Help.)
Some users may want to create sub-folders within an engagement folder to group related sets of engagement documents (such as a Cash folder for all documents relating to cash).  PPC’s Practice Aids™ supports this approach.  However, to use the Share Date feature, you should follow these steps:
  1. Establish the engagement folder.
  2. Create and store the documents under the engagement folder.
  3. Create the sub-folders you need.
  4. Move your documents under the applicable sub-folder.
After these steps are followed for the initial Practice Aids documents in the engagement, you can save additional Practice Aids documents directly to their respective sub-folders. For best results, however, the PpcFieldData.xml should be located in the engagement folder rather than in a sub-folder.