Error: The finalization process for one or more of the selected binders did not complete successfully.

Issue: While trying to finalize a binder, Pfx Engagement hangs or freezes and has to forced to end. After Pfx Engagement is restarted, the binder in the local file room indicates the binder is finalized but the server shows it in process. The user receives an error stating the following when trying to delete the binder.

CRITICAL ERROR: The finalization process for one or more of the selected binders did not complete successfully. The binder(s) cannot be deleted until this problem is corrected.

Please contact Technical Support for assistance before continuing work on the affected binder(s).

Resolution: Perform a full synchronization by right-clicking on the binder in the local file room and selecting "Synchronize."

How To: Convert workpaper files on the server to their native format

Issue: Workpaper files, not an entire binder, was restored from backup. The contents of the workpapers need to be verified before the restore can continue. The server side workpaper files have the extension .szp. How do I convert the .szp file back into the native document formats (e.g. .doc, .xls, .pdf)?

How To:

1. 1. Change the file extension from .szp to .zip
   
2. 2. Open the .zip using the password obtained from CCH (call the help line; for security reasons, it will not be divulged here)
   
3. 3. At this point, you can open the native file or extract it to another location

NOTE: There is only one native file per zip file.

NOTE 2: If there are lots of restored .szp files, you may want to consider having the netork administrator write a command line script to convert all the .szp files and extract all the native format files to another directory or folder.

How To: Protect (secure) a Word document

This can be done by following the steps below.

1. 1. Create the document
   
2. 2. Go to Tools Protect Document
   
3. 3. Select the appropriate type of protection
   
4. 4. Enter a password and click OK

NOTE: Only "Forms" protection prevents a user from copying text and images in a Word document. Meaning, if "Forms" protection was used, a user would not be able to select any text or graphics in the document preventing the user from copying and pasting the content into another document.

How To: Save a Word document as a template

There are two ways to create document template, one from outside Engagement and the other from inside.

Outside Engagement:

1. 1. Create the document
   
2. 2. Click File Save As...
   
3. 3. Change the document type to "Document Template" or ".dot"
   
4. 4. Navigate to the appropriate folder
   
5. 5. Change the document name if appropriate
   
6. 6. Click Save
   

Inside Engagement:

1. 1. Create the document as you normally would in Engagement
   
2. 2. In the binder view, right-click on the document and select "Save as Template..." *
   
3. 3. Navigate to the appropriate folder
   
4. 4. Change the document name if appropriate
   
5. 5. Click Save

* You must have specific user rights to create workpaper templates. See your ProSystem fx Engagement administrator if this option is grayed out.

NOTE: Templates should be saved to a network location that can be accessed by all the users. Each user's Engagement install will have to be pointed to this location in order to access the templates easily. Please refer to the Users Manual to change the template location within Engagement.

NOTE 2: If some or all users have laptops and frequently work in the field (not connected to the office network), the network administrator may need to setup a script to push the templates to each laptop so the templates are available to laptop users in the field.

Issue: ProSystem fx Engagement toolbar buttons don't work with protected Word documents

Issue: Some have expressed the desire to protect work programs or checklists in Word (i.e. create a Word form). However, when a Word document is protected, the ProSystem fx Engagement toolbar buttons, such as "Insert WP Reference" doesn't work.

Cause: The toolbar is specifically programmed to check if the active Word document is protected. If it is, when a toolbar button is pressed a message is returned stating that the document is protected or the engagement links are frozen.

Resolution: CCH created a utility call the Protected Files Utility to address this issue. Once a template is created, it is run through the utility which creates a hash file to be stored on each user's computer. The password used to protect the Word document is stored securely within the hash file which is accessed by Engagement in order to updated the protected Word form. Instructions for each part of the process are below.

Engagement Administrator:

1. 1. Create the file, including all the proper form fields.
   
2. 2. Save as a Word template
   
3. 3. Protect the document
   
4. 4. Save a close the document
   
5. 5. Start the Protected Files Utility
   
6. 6. Navigate to and select the recently protected document
   
7. 7. When prompted, input the same password used to protect the document
   
8. 8. Make a copy of the template and hr.arf (located in "[local hard drive]\Pfx Engagement\WM") files available to the Network Administrator
   

Network Administrator:

1. 1. Place the template file in a central location accessible to all users (workpaper template location)
   
2. 2. Place the hr.arf file in each user's "[local hard drive]\Pfx Engagement\WM" folder

NOTE: There are alternate configurations which may work. See the complete documentation on the Engagement installation CD.

Engagement User: The Engagement user does not have to perform anything explicit. Once the hr.arf file is placed on all the users' local machines the toolbar functionality should work.