Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

User guide

Work with folders

Consistent organization will help you work more efficiently. The following will help you create a structure and use in-line editing to make changes.
  • Add folders - After you create an engagement, you can begin adding folders to store related workpapers. When you use templates, Engagement Manager copies the folders and documents (if applicable) included with the template to the client engagement.
    You can create additional folders after using a template, but your firm may discourage this practice in favor of retaining the standardized folder structure that is inherent in using an engagement template.
    When you create an engagement from scratch, you must manually create the folders within that engagement.
  • Move folders - To move folders within an engagement, drag and drop them in the appropriate location. As you drag the folder up or down within the tree structure, it will reorder.
  • Rename folders - To change the name of any folder right-click the folder and select
    Edit
    .  Enter the name, then select
    Save
    .
  • Delete folders - To delete a folder, select the folder, right-click it and then select Delete.
    Engagement Manager will prompt you to confirm that you want to delete the folder. When you select Yes, the folder and its contents are moved to the recycle bin. You can recover the files later, or you can permanently delete them.
  • Lock and unlock folders - You can prevent staff from editing workpapers inside of a folder by locking folders.

This article applies to:

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close