Adding a placeholder for future workpapers

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

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

  3. Select Placeholder from the Source drop-down list, and click Next.
  4. Enter placeholder text, and click Next.
  5. Enter reference and description information, and click OK.

The placeholder appears in the Workpapers workspace with a placeholder Placeholder icon icon and an application-generated reference number. You can replace the placeholder with a workpaper at any time.

Note: Workpaper placeholders are not indexed or filed in GoFileRoom.

Related topic: Adding workpapers in AdvanceFlow

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