Replace a workpaper
You'll need a client with an engagement that includes workpapers and a replacement workpaper of the same file type (PDF, for example).
- In Engagement Manager, open the engagement, then select theWorkpaperstab.
- Select the workpaper that you want to replace.noteYou can only replace 1 workpaper at a time.
- Right-click the selected workpaper and selectReplacefrom the context menu.
- Drag and drop or useBrowse for fileto select a replacement file.
- SelectOK.
Engagement Manager
replaces the file but keeps all the previous workpaper's properties, including: Reference, Description, User assignment, Roll Forward, and During Finalize.