Use the drag and drop feature
In the application, you can drag and drop documents from a local or networked drive in Windows Explorer and email messages from Microsoft Outlook to a selected binder or folder within the Engagement Binders Tree portlet.
You can use the following drag-and-drop methods to simplify the collaborative workflow in your office and share documents with external, non-Accounting CS Workpapers clients.
- Drag and drop from an engagement binder into an email message.
- Drag and drop from an engagement binder to the desktop or networked location.
- Drag and drop into the File Exchange Document portlet.
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