Workpapers

Add external workpapers with the Add button

You'll need a user account that has been granted the
Add Workpaper
 permission. You'll also need to have a Client and an Engagement in
Engagement Manager
.
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
     tab.
  2. Select the target folder, then select Add button with plus icon in a circle
    Add
    .
  3. Select
    Workpaper
    , then select
    External
     from the
    Source
     dropdown list.
  4. Select
    Next
    .
  5. Drag and drop the files, or select
    Browse for file
    .
  6. Select
    Next
    .
  7. For each file in the
    Workpaper Properties
     window:
    1. Enter a
      Reference
       that's unique to this workpaper within the engagement.
    2. Select the
      Description
      ,
      Roll Forward
      , and
      During Finalize
       fields if you want to change these properties before you upload the workpaper.
    note
    If you don't enter a
    Reference
    ,
    Engagement Manager
     will create a unique Reference for you.
  8. Select
    Done
    .

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Documents,Workpapers

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