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Add a placeholder for a future workpaper

Follow these steps to add a placeholder for a future workpaper in Engagement Manager.

note

Workpaper placeholders aren't indexed or filed in GoFileRoom.

In Engagement Manager, select the engagement, then the Workpapers
tab.

Select the folder you want to add the placeholder to, then

Add
and Workpaper
.

Select Placeholder
from the Source
dropdown, then Next
.

Enter a placeholder text then select Next
.

Add the following Workpaper Properties:

Enter a Reference
.

Enter a Description
.

Select a user from the User Assignment
dropdown.

Select an option from the Roll Forward
dropdown to include or exclude the workpaper from the roll forward process.

Select an option from the During Finalize
dropdown to retain or delete the workpaper during the finalize process.

Select Done
.

The placeholder appears in the Workpapers tab with

. You can replace the placeholder with a workpaper at any time.