Add and update workpaper user assignments

You'll need to have a client with an engagement that includes workpapers in

Engagement Manager

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

Select 1 workpaper or mark the checkboxes to select multiple workpapers.

Select Manage
, then User assignment
.

tip

Alternatively, right-click a selected workpaper and select Administration
, then User assignment
from the context menu.

Choose the user from the User assignment
dropdown list.

tip

Enter any part of the staff member's name to filter the list.

Select Save
.

This article applies to: