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Workpaper Dashboard

Add a scanned object in an engagement

note
To scan a workpaper or image into an engagement binder, you'll need to be connected to a WIA- or TWAIN-compliant device.
  1. In the Engagement Binders Tree portlet, select
    Scan Workpaper
     on the toolbar or select
    Scan
     as the Workpaper Type in the Add Workpaper Wizard.
  2. If your computer is connected to more than 1 scanner source, select
    Select Source
     to select the scanner that you want to use in the Workpaper Type screen of the wizard. (Note that
    Scan
     is automatically selected in the Source field when you select
    Scan Workpaper
    .)
  3. Select 
    Scan new workpaper(s)
     then select
    Next
    .
  4. Select the workpapers or images that you want to insert into the engagement binder from the WIA- or TWAIN-compliant device. If you're connected to a scanner, the scanner application will launch so that you can make modifications to the scanned workpaper as needed.
  5. The selected workpapers or images are available for previewing in the
    Scan Workpaper
     screen of the wizard. Rotate or delete pages before adding the workpapers or images to the engagement binder then select
    Next
    .
  6. Select the following information in the Workpapers Properties screen of the Add Workpaper Wizard.
    • Location: Select the binder folder into which the workpaper will be added.
    • Reference: Enter a unique workpaper reference number for the engagement binder.
    • Name: Enter a name for the workpaper.
    • Roll Forward: Select one of the Roll Forward treatment options from the list.
    • Assigned: Assign a staff member from the dropdown.
    • Finalize: Mark this checkbox to delete the workpaper when the engagement binder is finalized.
  7. Select
    Finish
     to insert the workpapers into the engagement binder.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements,Workpapers