Adding workpapers from PPC Checkpoint Tools

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If your firm is licensed for the PPC Checkpoint Tools application, you can add workpapers from PPC Checkpoint Tools by following these steps. 

You must have the most recent version of Checkpoint Tools installed and also be licensed for Checkpoint Engage to be able to use this feature.

  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 Checkpoint Tools from the Source drop-down list, and click Next.
  4. Click OK to launch Checkpoint Tools.
  5. In the Checkpoint Tools window, select the documents that you want to add to the current engagement.

Notes

  • You edit and view workpapers added from Checkpoint Tools as you would any other Excel or Word workpaper in AdvanceFlow. You can also modify Checkpoint Tools workpaper references and descriptions.
  • Checkpoint Tools is not opened when you edit Checkpoint Tools workpapers in AdvanceFlow.

Related topic: Adding workpapers in AdvanceFlow

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