Add a workpaper placeholder
For licensed users of Accounting CS Workpapers
You can insert a placeholder workpaper into the Engagement Binders Tree portlet as a PDF via the Add Workpaper Wizard. Placeholders can be used for multiple purposes and updated in the PDF editor as necessary. For example, placeholder workpapers can be used to reference a hard copy file that isn't currently in the engagement, or used as a reminder to staff to get a specific file from their client annually, or just used as a file that contains general notes.
Do the following to insert a placeholder into the engagement binder.
- In the Engagement Binders Tree portlet, open the Add Workpaper Wizard by right-clicking an engagement binder briefcase, folder or workpaper, and selectingAdd Workpaper.
- In the Workpaper Type screen, selectPlaceholderfrom the dropdown in theSourcefield.
- In the Information section of the screen, enter text that you want to include in the placeholder workpaper then selectNext.
- Enter a reference, name, and update any other information as needed in theWorkpaper Propertiesscreen.
- SelectFinishto insert the workpaper into the engagement binder.
