Engagement Manager notes
Use notes to notify reviewers, track checklist items, or flag critical issues. Create notes for folders, workpapers, or engagements, and assign them to yourself or other staff members if needed.
Notes appear in the
Workpapers
tab and the Notes List
tab:- In theWorkpaperstab, notes for the selected folder or workpaper list in the expandableNotespane.
- In theNotes Listtab, notes list for any selected folder, workpaper, or engagement in thePreviewpane. If thePreviewpane is not visible, selectExpand
in the border that divides the sections of the tab. You can also select Expandin thePreviewpane to view the full note details, including the note subject and body text. This lets you review the complete contents of a note without opening a separate window, while still viewing the workpaper list at the same time. If a note is long, a scroll bar appears so you can scroll through the full content.
note
- Notes that have been cleared appear as strikethrough text.
- Manage all notes for the current engagement in theNotes Listtab.
- Select a note in theNotes Listtab to review its content and properties in thePreviewpane.
- You can use the other buttons in the ribbon to open, reply to, or delete a note in theNotespane.
- SelectPreferencesin the ribbon to change the column settings for theNotespane.
- Right-click a note and selectCollapse AllorExpand Allto collapse or expand all threads in the notes list.