Add workpapers from GoFileRoom
Add files stored in GoFileRoom to the
Workpapers
tab in Engagement Manager.- You'll need a user account that has been granted theAdd Workpaperpermission.
- You'll also need to have a client and an engagement inEngagement Manager.
- In Engagement Manager, open the engagement, then select theWorkpaperstab.
- In the list of workpapers, select the target folder where you want to add your files fromGoFileRoom.
- Select
Add, thenWorkpaper.tipAlternatively, right-click the target folder, and selectAdd, thenWorkpaper. - SelectGoFileRoomfrom theSourcedropdown list, thenNext.
- Mark the checkbox for each document that you want to add to yourEngagement Managerworkpapers, then selectNext.importantOnly GoFileRoom documents that are indexed with the same properties as the current engagement will appear in the Add Workpaper from GoFileRoom screen. In addition, the File Section, Year, and Period End engagement properties must match to the corresponding index in the GoFileRoom document.
- If you want to add documents from yourGoFileRoomClient Centerpowered byOnvioorGoFileRoomClientFlowportal, use theFilecolumn filters to select eitherClient CenterorClientFlowand clear the filters forYearand thePeriod end. You can also selectSave current viewfrom theFiltered viewsdropdown list to save this filter.
- Select the properties for the imported documents.
- SelectComplete.noteWhen you add a document fromGoFileRoom, theDocument typeis set toWorkpaper.
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