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This article applies to:

  • Product: Checkpoint Tools

Creating new documents

To create a new document:
  1. Select your Checkpoint Tools product from the applications tree listing (PPC's Engagement Letter Generator, PPC's Interactive Disclosure Libraries, etc.).
  2. Select one or more templates that you want to use to create your new documents.
  3. Click the Open Document(s) icon in the File section at the top of the screen. The new documents will be created from the selected templates.
  4. If you selected a single document, it will open in its native application.
  5. If you selected multiple documents (by holding down your Control key while selecting additional templates), when you click Open Document(s), you will establish your document storage location from the Checkpoint Tools - Select a Folder to Store Documents dialog screen.  After you select a folder and click OK, you will see the Checkpoint Tools - Documents Engagement Folder and Information (Share Data) dialog screen.
Best Practice:  Save Practice Aids™ documents in the same folder if you want to share data among them.  (See the Share Data topic in Practice Aids help for more information.)Note: On the right-side of the dialog screen, you will see an Instruction box and Description box. Only PPC's Workpaper™ products will have descriptions for the categories and workpapers.