Workpapers

Check and edit workpaper properties

  • If you want to edit properties, you'll need a user account that has been granted the
    Modify Workpaper Properties
     permission.
  • You'll also need to have a client with an engagement that includes workpapers in
    Engagement Manager
    .
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
     tab.
  2. Select a workpaper.
  3. Select
    Manage
    , then
    Properties
    .
    tip
    Alternatively, right-click the selected workpaper and select
    Properties
     from the context menu.
  4. Select the tabs to check and edit properties:
    • Select
      General
       to check and edit the Engagement Manager
      Reference
      ,
      Description
      ,
      User assignment
      ,
      Roll Forward
      , and
      During Finalize
       workpaper properties.
    • Select the
      Sign-offs
       tab to check and edit existing sign-offs.
    • Select
      GoFileRoom
       to check the index details of the document in
      GoFileRoom
      .
    • Select
      History
       to check events that have affected the workpaper.
    note
    The
    GoFileRoom
     and
    History
     tab fields are read-only.
  5. Select
    Save
    .

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Workpapers