Download DreamWorkpapers (leadsheet binders only)

You can download DreamWorkpapers once you have printed/generated DreamWorkpapers.
Follow these steps to download DreamWorkpapers:
  1. Find the binder with the DreamWorkpapers you want to download.
  2. In the 
    OPTIONS
     column, select the 
    Picklist
     icon  for the binder.
  3. Select
    Download DreamWorkpapers
     from the dropdown menu.
  4. When you select
    Download DreamWorkpapers
    , your browser will begin downloading the DreamWorkpapers PDF file. Some browsers may ask for your permission to download the DreamWorkpapers.
    When printing DreamWorkpapers, if you select both
    Bookmark with markups
    and
    Bookmarks only
    options, then both files will download and save in the selected path. You will receive 2 pop-up notifications to download each file (for example, Bookmark Only, Bookmark with markup, and Excel as the 3rd file). 
  5. Alternatively, you can select
    File
    . In the
    File
    window, select
    2000 Tax Workpapers
    . Select the PDF link to download the DreamWorkpapers PDF file.
    You can also use this option to download files if your browser blocks multiple simultaneous downloads when using the
    Download DreamWorkpapers
    method.

View DreamWorkpapers

The Bookmarks tab in the PDF file will include the following categories:
  • Engagement Notes
    : Consists of Notes included in the binder.
  • Source Document Index
    : Contains hyperlinked indexes of all the source documents.
  • Workpaper Index
    : Contains hyperlinked indexes of Leadsheets from SPbinder.
  • Review Status Summary
    : Review the workpapers and source document sheets in the PDF file rather than in SPbinder and keep track of the review.
If the DreamWorkpapers PDF file needs to be regenerated as a result of changes, any pages or fields you have reviewed in the DreamWorkpapers will no longer appear as reviewed.
You can also print DreamWorkpapers without any references or stamps.
DreamWorkpaper Excel file contains leadsheets in an Excel workbook. Each Leadsheet has a separate worksheet within the Excel workbook. You can edit the file in Excel, but like the DreamWorkpapers PDF file, if you make a change in SPbinder, the Excel leadsheets update when you regenerate the DWP print files. Making changes in Excel will only update the Excel file and not the PDF file or SPbinder.
Only assigned members and owners of the binder can download and access DreamWorkpapers from FileRoom. The Firm System Administrator can print and access DreamWorkpapers for all binders.

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