Roll Forward > Rename Workpapers

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use the Roll Forward - Rename Workpapers page of the Roll Forward wizard to rename the workpaper references and workpaper names as needed for the new engagement.

Choose File > Roll Forward to open the Roll Forward wizard, and proceed through the wizard until you open the Roll Forward - Rename Workpapers page of the wizard.

Note: Workpapers appear in the Rename Workpapers grid only if you choose to include or replace one or more workpapers from the Roll Forward - Workpapers Settings page.

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Procedures in Engagement CS

Roll Forward [File menu]

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