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Workpaper Dashboard

Add workpapers from an existing binder

You can use the Add Workpaper Wizard to add workpapers into an engagement binder from an existing binder in the current client or from another client's binder.
  1. Right-click a folder in the Engagement Binders Tree portlet that you want to copy workpapers from, then select
    Add Workpaper
     to open the Add Workpaper Wizard.
  2. In the
    Workpaper Type
     screen of the wizard, select
    Existing Engagement Binder
     from the dropdown in the
    Source
     field.
  3. In the Client Selection section, select a client to copy workpapers from.
  4. In the Binder Selection section, select an engagement binder from the
    Binder
     field.
  5. Mark the checkbox next to each workpaper that you want to copy into the current binder, then select
    Next
    .
    note
    Because custom Excel workpapers are linked to the client they're created in, and PPC's SMART Practice Aids documents are linked via the SMART binder that's linked to the specific client's engagement binder, neither of these items are available for selection.
  6. Enter a reference, edit the name, and update any other information in the
    Workpaper Properties
     screen, as needed.
  7. Select
    Finish
     to copy the selected workpapers into the current engagement binder.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements,Workpapers