Create and use templates for custom Excel workpapers

Create and save a template

In the Engagement Binders Tree portlet of the Workpapers Dashboard, select
Add Workpaper
in the toolbar to open the Add Workpaper wizard.
In the
Workpaper Type
screen of the Add Workpaper wizard, select
Custom Excel
, then select
Next
.
Choose the appropriate options in the
Custom Excel
screen, then select
Next
.
In the
Column Definition
screen, define the columns, as appropriate.
Select
Save
next to the
Template
field.
Enter up to 30 alphanumeric characters for the template name in the
Save template as
field then select
OK
.
Continue through the wizard screens to create the workpaper.

Apply a template

Update a template

In the
Column Definition
screen of the Add Workpaper wizard, select the template to modify.
Save
changes to
Update
.
Modify the column settings then select
Update
.
Select
Yes
when you're prompted to continue.

Save a copy of a template with a new name

In the
Column Definition
screen of the Add Workpaper wizard, select a template in
Template
field, right-click, then select
Save as
.
Enter the new name.

Delete a template