Adding blank Microsoft Excel and Word workpapers

Alerts and notices
  1. In the Workpapers tab, click the folder to which you will add the workpaper.
  2. Click the Add Workpaper Add workpaper button button in the ribbon.

    Note: You can also right-click the folder and choose Add > Workpaper from the context menu.

  3. Select Excel or Word from the Source drop-down list, and click Next.

    Note: You can mark the Macro Enabled checkbox to enable all macros for the workpaper.

  4. In the Workpaper Properties screen, double-click beneath each column heading to update the workpaper properties, as needed.
    • Reference: Enter a reference.
    • Description: Enter a description.
    • User Assignment: Choose a user in the User Assignment dialog that opens and click OK.
    • Roll Forward: Choose the applicable item from this drop-down list to include or exclude the workpaper from the roll forward process.
    • During Finalize: Choose the applicable item from this drop-down list to retain or delete this workpaper during the finalize process.
  5. Click OK.

Related topic: Adding workpapers in AdvanceFlow

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