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This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Workpapers

Add workpapers from GoFileRoom to Engagement Manager

Add files stored in GoFileRoom to the
Workpapers
 tab in Engagement Manager.
  • 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. In the list of workpapers, select the target folder where you want to add your files from
    GoFileRoom
    .
  3. Select Add button with a plus icon in a circle
    Add
    , then
    Workpaper
    .
    tip
    Alternatively, right-click the target folder, and select
    Add
    , then
    Workpaper
    .
  4. Select
    GoFileRoom
     from the
    Source
     dropdown list, then
    Next
    .
  5. Tick the checkbox for each document that you want to add to your
    Engagement Manager
     workpapers, then select
    Next
    .
    important
    Only GoFileRoom documents that are indexed with the same properties as the current engagement will appear in the Add Workpaper from GoFileRoom screen. In addition, the File Section, Year, and Period End engagement properties must match to the corresponding index in the GoFileRoom document.
  6. Select the properties for the imported documents.
  7. Select
    Complete
    .
    note
    When you add a document from
    GoFileRoom
    , the
    Document type
     is reindexed as
    Workpaper
    .