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.