Skip to main content
Disclosure

View Firm Libraries in an Engagement

If you have a Firm Library containing disclosure notes, you can view the contents of the library while working with a checklist in the center pane.
To view a Firm Library:
  1. In the right-hand pane of the interface (
    Disclosure Libraries
    ) select the Firm Library name from the drop-down menu.
  2. The contents of the Firm Library will display in the right-hand pane. You can then expand the categories to view the disclosure notes. You can add notes from the Firm Library to the Engagement Library from this view.

Disclosure Libraries Pane Toolbar

When viewing a disclosure note library in the right-hand pane, there are a number of actions available from the bottom toolbar. These actions are context sensitive and some will be disabled depending on if you have a note in the library selected or not.
View Note(s)
 – Highlight a note in the firm library and click the
View Note(s)
icon in the toolbar to display the note in the View Note pop-up window. You can page through all the notes in the library by clicking the
Previous
and
Next
buttons.
Preview Engagement Library Notes
– Display a preview of all the notes in the currently displayed firm library.
Refresh Firm Libraries
– Click the
Refresh
button at the bottom of the Disclosure Checklist window to refresh the list of firm libraries and get any available updates.
note
  • A best practice would be to utilize the shared database installation method. The location of the firm libraries displayed in the Disclosure Libraries pane defaults to the same database where the engagement is located. This location can be changed by selecting
    Point to Firm Library Database
    from the
    Tools > Options
     menu.
  • Firm Libraries cannot be edited from the
    Disclosure Libraries
    pane. You must use the Firm Library application to maintain your firm libraries.

Using PPC Libraries

PPC has created firm libraries for commercial, nonprofit, and governmental entities, each containing hundreds of example note disclosures. Depending on the Practice Aid titles you own, you are licensed to download one or more of these libraries for use in this application.
To download a PPC Firm Library:
  1. Select
    Download PPC Disclosure Libraries
    from the
    File
    menu.
  2. In the pop-up window, select one or more check boxes next to the PPC Libraries you want to download.
  3. Click
    Download
    .
    The application downloads the libraries you choose and adds them to the
    Other Libraries
    drop-down list in the right-hand pane.
  4. To access a library, select it from this menu.