Adding a document reference to a workpaper

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Create Workpaper wizard enables you to add a document to an engagement, record information about the document, specify a name and reference, and assign the document to a staff member.

  1. Choose File > New > Document to open the Create Workpaper wizard.
  2. Mark the Document Reference option and click the Next button.
  3. Enter information pertaining to the document in the available space that you wish to a reference for, and then, click the Next button.
  4. Enter a name for the new document. This is the name that Engagement CS will use to reference this document.
  5. Enter a Workpaper Reference.
  6. Assign responsibility for this document to a staff member chosen from the drop-down list, or choose Unassigned. Click the Finish button.

The application inserts a document icon document icon in the Tree View window, which allows you to read the information about the document in the Document View window.

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