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You can insert a placeholder workpaper into the Engagement Binders Tree portlet as a PDF via the Add Workpaper Wizard. Placeholders can be used for multiple purposes and updated in the PDF editor as necessary. For example, placeholder workpapers can be used to reference a hard copy file that is not currently in the engagement, or used as a reminder to staff to get a specific file from their client annually, or just used as a file that contains general notes.
Use these steps to insert a placeholder into the engagement binder.
- In the Engagement Binders Tree portlet, open the Add Workpaper Wizard by right-clicking an engagement binder briefcase, folder or workpaper, and choosing Add Workpaper or by clicking the Add Workpaper icon at the top of the Engagement Binders Tree portlet.
- In the Workpaper Type screen, select Placeholder from the drop-down list in the Source field.
- In the Information section of the screen, enter text that you want to include in the placeholder workpaper and click Next.
- Enter a reference, name, and update any other information as needed in the Workpaper Properties screen.
- Click Finish to insert the workpaper into the engagement binder.
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