Workpapers

Scan a workpaper into Engagement Manager

You can scan workpapers directly into an Engagement Manager engagement with a TWAIN-compliant scanner.
  1. In Engagement Manager, select the
    Workpapers
     tab and then the folder where you want to add the workpaper.
  2. Select
    Add
    , then
    Workpaper
    .
  3. Load the workpaper into your scanner.
  4. Select
    Scan
     from the
    Source
     dropdown, then
    Next
    .
  5. Select the applicable scanning options, then
    Scan
    .
    We recommend a scanning resolution of 400 DPI.
  6. Your scanned pages will display in the preview window. Make sure that the page is scanned properly and select
    Next
    .
    • You can use the preview window toolbar to rotate, delete, and shift pages.
    • If a page scanned incorrectly, you can delete it and rescan it without closing the Add Workpaper window.
  7. Select
    Next
    . Enter the
    Workpaper Properties
     and select
    Done
    .

This article applies to:

  • PRODUCT: Cloud Audit Suite
  • Subject: Workpapers