Week 37: CCH Engagement:

Clearing Local File Room

Tuesday, May 3, 2022

 

Happy Tech Tuesday! This week we go over CCH Engagement: Clearing Local File Room!


In order to keep our used disk space low on the database server, our best practice is to clear your Local File Room (LFR) in CCH Engagement after completing work on a client. This document will go over how to delete both an individual client as well as all clients from your LFR.

 

To Delete an Individual Client

  1. Open CCH Engagement and select your LFR.
  2. In the main frame of the CCH Engagement window:
    1. Right-Click the client to delete.
    2. Click Delete in the dropdown menu.
  3. A confirmation window will pop up. This is to confirm that you have checked-in all workpapers for the client before deleting from your LCR.
  4. The client is now deleted from your LCR. To open the client in your LCR again, just find the client in the Central File Room (CFR) again.

 

To Delete All Clients

  1. Open CCH Engagement and select your LFR.
  2. In the main frame of the CCH Engagement window:
    1. Select all clients and right-click the selection.
    2. Click Delete in the dropdown menu.
  3. A confirmation window will pop up. This is to confirm that you have checked-in all workpapers for the client before deleting from your LCR.
  4. The client is now deleted from your LCR. To open the client in your LCR again, just find the client in the Central File Room (CFR) again.