Adding a placeholder for future 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.

    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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