Adding folders

Alerts and notices

After you create an engagement, you can begin adding folders where you'll store related workpapers.

Note: When you use templates, the folders included with the template are copied to the engagement. You can create additional folders after using a template, but your firm may discourage this practice in favor of retaining the standardized folder structure of a specific template. However, when you create a new engagement, you must manually create the folder structure.

  1. In the Workpapers tab, click a folder or workpaper above the position at which the new folder will appear.

    Note: You can move the folder later, if necessary.

  2. Click Add > Folder button on the Workpapers toolbar. A new folder will appear in the workspace.
  3. Enter the folder name and then press ENTER.

    Note: You can rename a folder at any time.

Related topic

Folders overview