This article applies to:

Link engagement information to Excel and Word workpapers

You can use the Engagement Manager toolbar in Microsoft Excel and Word to link information for an engagement to items in a workpaper.

note

Install the Office Client Add-In to enable the Engagement Manager toolbar in Excel and Word.

In Engagement Manager, Select the Workpapers
tab of the engagement you want to link to.

Select the Excel or Word file you want to add the linked data to, then Manage
and Edit
.

The selected file opens in Edit mode in Excel or Word.

In Excel or Word, select the Engagement Manager
tab, then Engagement Link
.

If prompted, sign in to Engagement Manager.

In the Engagement Link pane, select the link type you want to add, then complete the fields required based on the type of data you're linking to.

Select Insert
to add the engagement link.