Workpapers

Replace a workpaper

You'll need a client with an engagement that includes workpapers and a replacement workpaper of the same file type (PDF, for example). 
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
     tab.
  2. Select the workpaper that you want to replace.
  3. Right-click the selected workpaper and select
    Replace
     from the context menu.
  4. Drag and drop or use
    Browse for file
     to select a replacement file.
  5. Select
    OK
    .
Engagement Manager
 replaces the file but keeps all the previous workpaper's properties, including: Reference, Description, User assignment, Roll Forward, and During Finalize.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Workpapers