Draftworx Cloud: Managing Client Engagements

Learn how Draftworx Cloud simplifies file management for accountants, making it easy to access and organize client documents securely.

Updated at April 3rd, 2025

Copying a Client Engagement

 
 

Archiving a Client Engagement

 
 

Deleting a Client Engagement

 
 

Restoring Archived and Deleted Client Engagements

 
 

Renaming a Client Engagement

 
 

Locking a Client Engagement

 
 

Locking a Client Engagement as Read Only

 
 

 

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