Return multiple workpapers to the engagement binder
The Workpapers List portlet allows you to return multiple items to the binder at the same time. This is useful if you open multiple PDF workpapers using the Adobe Professional Suite, or the application is closed with workpapers still open in their native applications.
- Go to the Workpapers Dashboard.
- Select theWorkpapers Listportlet.
- Select the documents you want to sign off by highlighting the rows in the spreadsheet. Use the CTRL or SHIFT keys on your keyboard to select multiple rows.
- Right-click one of the highlighted rows and chooseReturn to Binder.