Insert links from the Workpapers CS ribbon
When you open a Microsoft Word or Microsoft Excel workpaper from the engagement binder, you can use the Workpapers ribbon to insert a link to an existing workpaper in the engagement.
- Open a Microsoft Word document or Microsoft Excel workpaper in Accounting CS and select a cell to that you want to insert a link to an existing document or workpaper.
- SelectInsert Workpapersin the Workpapers CS ribbon to open theInsert Workpaper Linkscreen.
- Highlight the row that contains the link to insert then selectOK. (The link name is the workpaper reference.)
note
- The 1st item in the Workpapers grid of theInsert Workpaper Linkscreen is highlighted by default.
- Links can be created only for workpapers that are present in the same engagement binder as the current Microsoft Word or Excel workpaper.
- Links open as read-only if the target of the link is checked out, disconnected, or otherwise in use in the engagement binder.
- Links open in the same format in which the workpaper was created (for example, Microsoft Word, Microsoft Excel, or Adobe Reader).
- Links to PDFs open in the default reader that is installed on your workstation. If you need to update it in a PDF editor, such as the editor installed with Workpapers CS or externally in Adobe Acrobat, be sure to launch the PDF from the Engagement Binders Tree portlet.
