Add a folder or subfolder in an engagement binder

For licensed users of Accounting CS Workpapers

Use the

Folder Properties

window to add a new folder or subfolder in the Engagement Binders tree.

You can also set up a default workpaper reference that is automatically assigned and increments with each workpaper that is added to the folder.

note

There is no limit to the number of subfolder levels that you can add in the engagement binder.

Enter a name for the folder of up to 108 alphanumeric characters.

Enter a starting reference of up to 20 alphanumeric characters including optional separators (decimal, forward slash, hyphen).

Enter a numeric character (the default value is 1) in the Increment by
field.

This article applies to: