Add workpapers from an existing binder
You can use the Add Workpaper Wizard to add workpapers into an engagement binder from an existing binder in the current client or from another client's binder.
- Right-click a folder in the Engagement Binders Tree portlet that you want to copy workpapers from, then selectAdd Workpaperto open the Add Workpaper Wizard.
- In theWorkpaper Typescreen of the wizard, selectExisting Engagement Binderfrom the dropdown in theSourcefield.
- In the Client Selection section, select a client to copy workpapers from.
- In the Binder Selection section, select an engagement binder from theBinderfield.
- Mark the checkbox next to each workpaper that you want to copy into the current binder, then selectNext.noteBecause custom Excel workpapers are linked to the client they're created in, and PPC's SMART Practice Aids documents are linked via the SMART binder that's linked to the specific client's engagement binder, neither of these items are available for selection.
- Enter a reference, edit the name, and update any other information in theWorkpaper Propertiesscreen, as needed.
- SelectFinishto copy the selected workpapers into the current engagement binder.
