Workpapers

Add a workpaper from a template

Follow these steps to add a workpaper from a template in Engagement Manager.
  1. In Engagement Manager, select the
    Workpapers
     tab of the engagement, then select the folder you want to add the workpaper to.
  2. Select Add a workpaper
    Add
    , then
    Workpaper
    .
  3. Select
    Template
     from the
    Source
     dropdown, then
    Next
    .
  4. Select the template you want to use from the
    Template
     dropdown, then
    Next
    .
  5. Select the workpapers you want to add to the engagement and select
    Next
    .
  6. Add the following Workpaper Properties:
    1. Enter a
      Reference
      .
      Each workpaper reference must be unique within an engagement.
    2. Enter a
      Description
      .
    3. Select a user from the
      User Assignment
       dropdown.
    4. Select an option from the
      Roll Forward
       dropdown to include or exclude the workpaper from the roll forward process.
    5. Select an option from the
      During Finalize
       dropdown to retain or delete the workpaper during the finalize process.
  7. Select
    Done
    .

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Workpapers