Workpapers

Add external workpapers with drag and drop

You'll need a user account that has been granted the
Add Workpaper
 permission. You'll also need to have a Client and an Engagement in
Engagement Manager
.
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
     tab.
  2. Expand the folders to show the target folder where you want to add your external files as workpapers.
  3. Use
    Windows File Explorer
     to drag and drop your files onto the target folder.
  4. For each file in the
    Workpaper Properties
     window:
    1. Enter a
      Reference
       that's unique to this workpaper within the engagement.
    2. Select the
      Description
      ,
      Roll Forward
      , and
      During Finalize
       fields if you want to change these properties before you upload the workpaper.
  5. Select
    Save
    .
A message is shown to tell you if the upload has been successful. If the upload is successful, the files are added to your
Workpapers
 tab in the folder where you dropped them.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Workpapers

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