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You can link to account and period files to substantiate calculations in workpapers. A link points to the file without making a copy.

You can link to bookmarks in a PDF. We recommend scanning all supporting documents as one PDF with a linked bookmark to each document.

If you delete the link, the document remains in your file system or Document Manager.

If you delete, move or rename the document, the link is broken and you have to link the document again.

If Document Manager is...

You can...

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Installed

Link a Document Manager file to an account or a period. The file must have been created in or imported into Document Manager.

Link Document Manager documents...

Not installed

Link external files.

Link external...

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What is Client Accounting?