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Set up your firm and staff

Change or reset
Workpapers CS
 passwords

Follow these steps to change or reset your
Workpapers CS
 password.

Change your password

  1. Open
    Workpapers CS
    .
  2. Select
    Change Password
    .
  3. Enter your old password, then enter and confirm your new password.
  4. Select
    OK
     to go back to the sign in screen, then
    OK
     again to continue to
    Workpapers CS
    .
Workpapers CS sign in screen showing 3 fields: Open Firm, Staff ID, and Password. Followed by a Change Password button
note
These steps are for changing your password on the
Workpaper CS
 sign in screen. There is another sign in screen before this one, which is for signing in to the CS Professional Suite. You can also change your Thomson Reuters Account password that's used on this other screen.

Reset a lost or forgotten password

Follow these steps to reset your
Workpapers CS
 password if you lost or forgot it. The firm administrator or a staff member with the appropriate permissions can also reset passwords.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Staff
    .
  2. Select the
    Security
     tab.
  3. Select your staff ID, then
    Edit
    .
  4. Select
    Reset Password
    .
  5. Select
    Yes
     to confirm.
  6. Select
    Enter
     to save.
The next time you open
Workpapers CS
, enter your staff ID and leave the password field blank on the sign in screen. After you select
OK
, you'll have the option to enter and confirm a new password.

This article applies to:

  • Product: Workpapers CS
  • Subject: Password