Delete a workpaper and move it to the Recycle Bin
You'll need to have a client with an engagement that includes workpapers in
AdvanceFlow
. - In AdvanceFlow, open the engagement, then select theWorkpaperstab.
- Select a workpaper or tick the checkboxes to select multiple workpapers, then selectDeletefrom theManagemenu.tipAlternatively, right-click a selected workpaper, then selectDeletefrom the context menu.
- SelectYesto confirm you want to delete the workpaper.
- SelectRefresh.
The selected workpapers are moved to the Recycle Bin, which is the last folder in the Workpapers tab.
tip
You can
Restore
or Permanently delete
a workpaper in the Recycle Bin.