Adding workpapers to AdvanceFlow templates

Alerts and notices

If you have administrative permissions, you can add workpapers to your firm's templates.

  1. Click the Templates button at the bottom of the navigation pane.
  2. Click the desired template.

    Note: You can also add workpapers after adding a new template.

  3. In the workspace, click the folder or subfolder to which you want to add a workpaper.
  4. Click the Add Workpaper Add workpaper button button.
  5. Use the Add Workpaper wizard to choose a workpaper type.


    • See Adding Workpapers for more information on adding specific workpaper types.
    • To add a custom Excel workpaper to a template, you must first create the workpaper within an existing engagement. Then, in the Add Workpaper wizard in the Templates area, choose Existing Engagement as the source and follow the screens in the Wizard to select the custom Excel workpaper.
  6. Click Ok to close the Add Workpaper wizard.

Related topic: Adding a template

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