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Integration with Workpapers CS
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This article applies to:

  • Product: SMART Practice Aids

Edit SMART Docs Properties in Workpapers CS

You can edit the properties of the generated SMART workpapers from within Workpapers CS.
To edit SMART document Properties from Workpaper CS:
  1. Select
    Properties
     for a SMART doc to open the
    Workpapers Properties
     dialog in Workpapers CS.
    Workpaper properties dialog
  2. In the open dialog box, you can edit the
    Assigned
    ,
    Roll Forward
    , and
    Delete on Finalize
     options.
    note
    Reference
     and
    Name
     properties below Identification will be unavailable for editing. Also, enabling
    Delete on Finalize
     check box will delete the workpaper from Workpapers CS only. The deleted workpaper will still be available in SMART.
  3. You can also set
    Roll Forward
     properties for the SMART workpaper. This will be useful when you roll forward a linked SMART engagement. The following two options are available in the
    Roll Forward
     drop down for a workpaper:
    • Replace - SMART Practice Aids
       - Selecting this option will create a
      placeholder
       workpaper in the rolled forward engagement in Workpapers CS
      Engagement Binders
       screen. Upon completing and saving the rolled forward workpaper in SMART, the placeholder workpaper for the rolled forward engagement in Workpapers CS will be automatically replaced with the updated SMART workpaper.
    • Exclude
       - Selecting this option will exclude the workpaper paper from the rolled forward engagement.
    note
    Roll Forward
     properties for SMART workpapers can also be defined while Performing a Rollforward in the
    Roll Forward Wizard
     of Workpapers CS.