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Work with attachments

When working with attachments, go to
Attachments
 to associate attachments to workpapers and also manage them.
note
Valid file types are: .xls, .xlsx, .pdf, .doc, .docs, .rtf., .csv, and .txt.

Add an attachment

To add an attachment:
  1. Go to
    Attachments
    , and then
    Add Attachment
    .
  2. Browse to your file and then select
    Next
    .
    note
    You can't select a workpaper that's checked out or locked.
  3. Select
    ADD
    .
  4. And lastly, select
    Save
    .
note
You can also delete attachments from this screen.

Associate an attachment with a workpaper

To associate an attachment to a workpaper:
  1. Go to
    Attachments
    , and then
    Associate Attachment
    .
  2. Select which workpapers to associate with the selected attachment, and then select
    ADD
    .
  3. And lastly, select
    Save
    .

Disassociate an attachment from a workpaper

If you no longer want an attachment to be associated with a workpaper, you can disassociate the attachment from the workpaper.
When you disassociate an attachment, you're only removing it from one workpaper, which doesn't affect the attachment's association with other workpapers.
To dissociate an attachment in the Workpapers grid:
  1. Select the information icon for the workpaper.
  2. Select the x icon to remove the attachment.
  3. Select YES, REMOVE to disassociate the attachment.
To disassociate an attachment in the Attachments grid:
  1. Go to Attachments.
  2. Expand the list of workpapers of the attachment you want to disassociate.
  3. Select YES, REMOVE.