Add workpapers from GoFileRoom to Engagement Manager

Add files stored in GoFileRoom to the
Workpapers
tab in Engagement Manager.
  • 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. In the list of workpapers, select the target folder where you want to add your files from
    GoFileRoom
    .
  3. Select Add button with a plus icon in a circle
    Add
    , then
    Workpaper
    .
  4. Select
    GoFileRoom
    from the
    Source
    dropdown list, then
    Next
    .
  5. Tick the checkbox for each document that you want to add to your
    Engagement Manager
    workpapers, then select
    Next
    .
  6. Select the properties for the imported documents.
  7. Select
    Complete
    .