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This article applies to:

  • Product: Engagement Manager
  • Subject: Workpapers

Add external workpapers from your computer

Use drag and drop to quickly add files to the
Workpapers
 tab.
You'll need a user account that has been granted the
Add Workpaper
 permission. You'll also need to have a Client and an Engagement in Engagement Manager.
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
     tab.
  2. Expand the folders to show the target folder where you want to add your external files as workpapers.
  3. Use Windows File Explorer to drag and drop your files onto the target folder.
  4. For each file in the
    Workpaper Properties
     window:
    1. Enter a
      Reference
       that's unique to this workpaper within the engagement.
    2. Select the
      Description
      ,
      Roll Forward
      , and
      During Finalize
       fields if you want to change these properties before you upload the workpaper.
    note
    If you don't enter a
    Reference
    ,
    Engagement Manager
     will create a unique Reference for you.
  5. Select
    Save
    .
A message is shown to tell you if the upload has been successful. If the upload is successful, the files are added to your
Workpapers
 tab in the folder where you dropped them.

Use the Add button to add workpapers

You can also add external files using the Add button in the Workpapers tab.
  1. In Engagement Manager, select
    Engagements
    .
  2. Select the Client, then the Engagement that you want to workpapers to.
  3. Select the
    Workpapers
    tab.
  4. Select the target folder, then select Add
    Add
    .
  5. Select
    Workpaper
    , then select
    External
     from the
    Source
     dropdown list.
  6. Select
    Next
    .
  7. Drag and drop the files, or select
    Browse for file
    .
  8. Select
    Next
    .
  9. For each file in the
    Workpaper Properties
     window:
    1. Enter a
      Reference
       that's unique to this workpaper within the engagement.
    2. Select the
      Description
      ,
      Roll Forward
      , and
      During Finalize
       fields if you want to change these properties before you upload the workpaper.
    note
    If you don't enter a
    Reference
    ,
    Engagement Manager
     will create a unique Reference for you.
  10. Select
    Done
    .

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