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How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'

To assist users in navigating Active Workpapers to resolve client synchronisation errors when creating binders.

Updated over 3 weeks ago

Overview: When creating binders in Active Workpapers, synchronisation delays may prevent the system from locating client information.

Please refer to the Glossary for definitions of key terms used in this article.


Issue

When creating a binder in Active Workpapers, users may encounter the error 'ArgumentException: Unable to find Client in Active Workpapers'.
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Cause

Sync delay/propagation issues.


Resolution

To resolve this issue, navigate to the clients screen and click on the settings cog next to the relevant client:

Next, click on Product Versions at the top right, and then select the Sync button. After completing this step, attempt to create the binder again.

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