Workpaper Properties dialog

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Workpaper Properties dialog enables you to view all information pertaining to a specific workpaper and designate the name and reference for the currently selected workpaper. You can also specify roll forward treatment of a workpaper, assign the workpaper to a specific staff member, track signoffs, and view the history of the current workpaper.

Highlight the document or workpaper in the Tree View window, press the F3 button, or right-click to open the context menu, and then choose Properties.

In the Workpaper Properties dialog you can do the following:

Note: You cannot modify the properties for the selected workpaper if it is assigned to another team member in the current engagement.

Special information

Fields & buttons

Related topics

New Engagement - Properties

Engagement Properties [File menu]

Signing off a document

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