For files with large external documents, or for off-site Working Papers files, we suggest that you adjust the synchronization frequency accordingly to improve performance. The default synchronization behavior affects CaseView and external documents, such as Microsoft Word, Excel, and PDFs.
You can specify the default synchronization behavior for each document, or for the entire file. Specify the default synchronization behavior Access to the entire file without the need to sign out or check out documents.Synchronization of data in the field between engagement staff.Work online or offline (changes are shared the next time you connect to the network).Low bandwidth usage for synchronization (only changes you make to the file are synchronized, rather than the entire file).Real-time, automatic synchronization of file changes.SmartSync can help facilitate collaboration by reporting updates on an engagement file to you in real-time, while resolving user conflicts automatically. This is necessary to reduce redundant work and eliminate wait times on shared files or documents.
Smartday sync guide trial#
When preparing a Trial Balance or generating client reports with others, it can be essential for the group to work in unison and communicate updates to each other as they are made. Working on an engagement with a team of accountants can require additional planning and preparation.
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