Check and edit workpaper properties
- If you want to edit properties, you'll need a user account that has been granted theModify Workpaper Propertiespermission.
- You'll also need to have a client with an engagement that includes workpapers inEngagement Manager.
- In Engagement Manager, open the engagement, then select theWorkpaperstab.
- Select a workpaper.
- SelectManage, thenProperties.tipAlternatively, right-click the selected workpaper and selectPropertiesfrom the context menu.
- Select the tabs to check and edit properties:
- In theGeneraltab check and edit the Engagement ManagerReference,Description,User assignment,Roll Forward, andDuring Finalizeworkpaper properties.
- In theSign-offstab check and edit existing sign-offs.
- In theGoFileRoomtab check the index details of the document inGoFileRoom.
- In theHistorytab to check events that have affected the workpaper.
noteTheGoFileRoomandHistorytab fields are read-only. - SelectSave.
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Edit or view workpapers
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Article,
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