Adding workpapers in AdvanceFlow

Alerts and notices

You can add workpapers to an engagement or template by uploading documents, by importing documents from GoFileRoom, by dragging and dropping workpapers from your desktop, or by adding placeholders for future workpapers. Click any of the following links for more information.

Upload indicators

The AdvanceFlow upload processing times may vary based on workpaper file sizes. During the upload process, workpapers appear as gray rows beneath the folder or workpaper that you selected in the Workpapers workspace prior to adding the workpapers. AdvanceFlow indicates the upload progress in each row as a percentage. You will be able to access the new workpapers when upload process is complete.