Move workpapers or folders
You'll need:
- A user account granted the Move Workpaper or Folder permission.
- A client with an engagement that includes workpapers and folders inEngagement Manager.
Drag and drop
To drag a drop a workpaper or folder:
- In Engagement Manager, open the engagement, then select theWorkpaperstab.
- Select a workpaper or folder and hold the left mouse button.
- Drag the workpaper or folder to its new position and release the left mouse button.
note
- To move a workpaper or folder to the 1st position within another folder, release the left mouse button when the target folder is highlighted.
- To move a workpaper or folder to a position before or after another workpaper or folder, release the left mouse button when the horizontal line is at the position you want.
- To move multiple workpapers and folders that are next to each other in the list, select the 1st one, holdShift, then select the last. Engagement Manager will select all workpapers and folders between your selections.
- To move multiple workpapers and folders in order, select their checkboxes in the order that you want them to appear in the list when they are moved.
- To move a workpaper to a position outside the folders, release the left mouse button when a horizontal line is shown across the full width of the grid at the desired position.
Right-click menu
If your list of workpapers and folders become extensive, you can use the right-click menu to move workpapers and folders.
Using this option will move the workpaper to the root of the target folder. You'll still need to drag and drop the workpaper if you want to place it in a different position within the folder.
If a workpaper is locked, you'll need to drag and drop the workpaper instead of using the right-click option.
To move a workpaper or a folder:
- Right-click the workpaper or folder you want to move, then selectMove to.
- You can use the search field to find a specific folder, then select the folder you want.
- SelectSend.