• Actions outside the Engagement File (Portfolio View)
o Creating or restoring a backup
o Carrying forward or Copying an existing Engagement File
o Editing Engagement File properties (including the Edit Engagement Team Member window)
o Retrieving a read-only copy of an archived engagement file
o Purging deleted working papers
o Archiving activities (i.e., rejecting, approving or submitting an engagement file)
o Deleting an engagement file from local and server
o Initiating another synchronization