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Workpaper Dashboard

Add documents and email messages into the engagement binder

For licensed users of Workpapers CS
You can drag and drop documents from a local or networked drive in Windows Explorer and email messages from Microsoft Outlook to a selected binder or folder within the Engagement Binders Tree portlet.
note
  • If you're unable to use the drag and drop method, verify that Accounting CS is not being run as the administrator:
    1. Close the application.
    2. Right-click the Accounting CS icon on your desktop and select
      Properties
      .
    3. Verify that the
      Run this program as an administrator
       checkbox on the
      Compatibility
       tab is cleared.

Drag and drop documents into the engagement binder

  1. Open Windows Explorer and go to the location of the file that you want to insert into Workpapers.
  2. Open the Engagement Binders Tree portlet in the Workpapers Dashboard.
  3. Left-click the source document in Windows Explorer and drag it into a briefcase or folder within the Engagement Binders Tree portlet. The
    Workpaper Properties
     screen opens when you place the file into the portlet and release your cursor.
  4. Add the workpaper reference, modify any of the other fields in the screen if necessary, then select
    OK
    .
note
You can also drag and drop documents from the File Exchange Document portlet into the Engagement Binders tree portlet and vice versa within the Workpapers Dashboard.
For users working in Virtual Office CS or Software as a Service (SaaS):
  1. Open Microsoft Excel or Microsoft Word in a Virtual Office CS or Software as a Service environment.
  2. Select
    File
    Open
     and go to a file that you want to include in the Workpapers Dashboard.
  3. In the
    Open
     screen, right-click a document and drag and drop it into the Workpapers Binder Tree portlet of the Workpapers Dashboard.
note
  • You can't drag and drop files from your local workstation into the Workpapers Dashboard that's open in the Virtual Office CS or Software as a Service (SaaS) environment.
  • To add a non-Microsoft Word or non-Microsoft Excel document, you'll need to add a file to the Workpapers Dashboard via the Add Workpaper Wizard.

Drag and drop email messages from Microsoft Outlook into the engagement binder

  1. Open Microsoft Outlook and go to the email item that you want to insert into Accounting CS Workpapers.
  2. Open the Engagement Binders Tree portlet in the Workpapers Dashboard.
  3. Left-click the email and drag it into a briefcase or folder within the Engagement Binders Tree portlet. The Workpaper Properties window opens when you place the file into the portlet and release your cursor.
  4. Add the workpaper reference, modify any of the other fields in the screen if necessary, then select
    OK
    .
note
  • You can't use email applications other than Microsoft Outlook—such as Gmail, Yahoo, Hotmail, and so forth—to drag and drop email messages into a binder or folder within the Engagement Binders Tree portlet.
  • You can drag and drop email messages with file attachments. The attachments are saved as separate files in the engagement binder.
  • Images that are embedded in an email message are saved as separate files in the engagement binder.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Workpapers

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