Workpapers

Add and update workpaper user assignments

You'll need to have a client with an engagement that includes workpapers in
Engagement Manager
.
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
     tab.
  2. Select 1 workpaper or tick the checkboxes to select multiple workpapers.
  3. Select
    Manage
    , then
    User assignment
    .
    tip
    Alternatively, right-click a selected workpaper and select
    Administration
    , then
    User assignment
     from the context menu.
  4. Choose the user from the
    User assignment
     dropdown list.
    tip
    Enter any part of the staff member's name to filter the list.
  5. Select
    Save
    .

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Workpapers