Adding workpapers from PPC Checkpoint Tools

Alerts and notices

If your firm is licensed for the PPC's Checkpoint Tools application, you can add workpapers to AdvancFlow from PPC's Checkpoint Tools.

Based on your Checkpoint Engage licensing, you need to install the following locally.

Follow these steps to add a Checkpoint Tools workpaper.

  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. If Checkpoint Tools is not available for selection, check the engagement content type.
    1. Right-click the engagement name and choose Properties.
    2. Click the Content tab.
    3. Select None in the Source field.
  4. Click OK to launch Checkpoint Tools.
  5. In the Checkpoint Tools window, select the documents to add to the current engagement.

Notes

  • The process for editing and viewing workpapers that are added from Checkpoint Tools are the same as those for any other Microsoft Excel or Word workpaper in AdvanceFlow. You can also modify Checkpoint Tools workpaper references and descriptions.
  • The application does not open Checkpoint Tools when you edit Checkpoint Tools workpapers in AdvanceFlow.