Reassigning a checked-out workpaper or document

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use these steps to reassign a workpaper or document in the Master Client Data (MCD):

  1. Select the assigned document or workpaper in the Tree View window that you wish to reassign.
  2. Choose Edit > Undo Checkout to make the selected document or workpaper available for assignment in the Tree View window.

    Note: Notice that the Checked Out status no longer appears in the name column after you choose Edit > Undo Checkout.

  3. Right-click to open the context menu, and choose Properties to open the Workpaper Properties dialog.
  4. Select another staff member to reassign the document or workpaper in the Assigned to field.

    Note: You may select Unassigned from the drop-down list in the Assigned to field if you do not wish to assign the document or workpaper at this time. When this selection is made, an Unassigned status appears in the Assigned column.

  5. Click OK to close save your changes and close the Workpaper Properties dialog.

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