Search Engagement Manager Support Help and Support.

This article applies to:

Copy and paste workpapers within an engagement

Follow these steps to copy and paste a workpaper with the same engagement or another engagement for your firm.

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

Right-click the workpaper and select Copy
.

Right-click where you want to paste the workpaper and select Paste
.

The copied workpaper is kept in the clipboard until you copy another item. You can paste it into multiple engagements.

Triva isn't available right now.