Notes
Use notes to notify reviewers, track checklist items, or flag critical issues. Create notes for folders, workpapers, or engagements, and assign them to yourself or other staff members if needed.
Notes appear in the Workpapers tab and the Notes List tab:
- In the Workpapers tab, notes for the selected folder or workpaper list in the expandable Notes pane.
- In the Notes List tab, notes list for any selected folder, workpaper, or engagement in the Preview pane. If the Preview pane isn't there, selectExpandin the border that divides the sections of the tab.
note
- Notes that have been cleared appear as strikethrough text.
- Manage all notes for the current engagement in the Notes List tab.
- Select a note in the Notes List tab to review its content and properties in the Preview pane.
- You can use the other buttons in the ribbon to open, reply to, or delete a note in the Notes pane.
- Select the Preferences button in the ribbon to change the column settings for the Notes pane.
- Right-click a note and chooseCollapse AllorExpand Allto collapse or expand all threads in the Notes list.