Workpapers

Link engagement information to Excel and Word workpapers

You can use the Engagement Manager toolbar in Microsoft Excel and Word to link information for an engagement to items in a workpaper.
note
You must install the Office Client Add-In to enable the Engagement Manager toolbar in Excel and Word.
  1. In Engagement Manager, Select the
    Workpapers
     tab of the engagement you want to link to.
  2. Select the Excel or Word file you want to add the linked data to, then
    Manage
     and
    Edit
    .
    The selected file opens in Edit mode in Excel or Word.
  3. In Excel or Word, select the
    Engagement Manager
     tab, then
    Engagement Link
    .
  4. If prompted, sign in to Engagement Manager.
  5. In the Engagement Link pane, select the link type you want to add, then complete the fields required based on the type of data you're linking to.
  6. Select
    Insert
     to add the engagement link.

This article applies to:

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