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PPC's Practice Aids

Share Data

With the Share Data feature, you can share information, such as the client's name and engagement date, with other documents in the same folder location.
To use this feature when creating multiple documents:
  1. Select the documents you want to create from the Checkpoint® Tools for PPC application.
  2. Select the PPC tab.
  3. Select Share Data in the Document Options section at the top of the screen.
On the Checkpoint Tools Save As dialog screen, set the path where you want your documents saved. This location will be used to store your client/engagement information, which can be reused with other documents, if saved in this same location.
  1. To select an existing document folder, select the folder from the tree display.
  2. To create a new document folder, type the path and folder name and select
    Create Folder
     button.
  3. Then click
    Save
     to access the
    Checkpoint Tools - Documents Engagement Folder and Information (Share Data)
     dialog screen.
  4. Next, you will be prompted for the Client Name and Engagement Date. If this information already exists in the location where the documents are being saved, it will be displayed, and the Engagement Folder Selection box will not be editable.
  5. Once you've decided how you want to use the information, click OK. The documents you selected will be created and saved to the location you set.
  6. The final screen will display your documents by name.
  1. To open documents, select one or more documents from the list and click Open.
  2. To create more documents, select Finished, and you will return to the Checkpoint® Tools application.
To update stored information for a document, either double-click the Client Name or Engagement Date field in a document, or select Share Data from the PPC menu.