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Workpapers

Publish workpapers to NetClient CS portals or Onvio Client Center portals

If you have appropriate permissions in GoFileRoom to publish documents to NetClient CS Client portals or Onvio Client Center portals, follow these steps to publish a workpaper from Engagement Manager.
  1. In Engagement Manager, select the
    Workpapers
     tab and mark the checkbox for the workpaper you want to publish.
  2. Right-click the workpaper and select
    Client Portal
    , then
    Publish
    .
    To unpublish a workpaper, right-click and select
    Client Portal
    , then
    Unpublish
    .

This article applies to:

  • Product: Engagement Manager
  • Subject: Workpapers

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