Dragging and dropping workpapers into an engagement

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You can drag and drop workpapers from your desktop to an engagement in AdvanceFlow.

  1. With the Workpapers tab selected, reduce the size of the AdvanceFlow window if necessary, so that you can also see your desktop and any open folders that contain items to be stored in the selected engagement.

    Note: Expand folders in the AdvanceFlow workspace as needed to show any subfolders to which you want to drag workpapers.

  2. Drag and drop from your desktop directly to the desired folder in the Workpapers window any workpapers (or folders that contain workpapers) that you want to add to the open engagement.
  3. In the Add Workpaper dialog, double-click beneath each column heading to update the workpaper properties, as needed.
    • Reference: Enter a reference.
    • Description: Enter a description.
    • User Assignment: Choose a user in the User Assignment dialog that opens and click OK.

      Note: Assigning a user is optional, but we recommend that you do so.

    • Roll Forward: Choose the applicable item from this drop-down list to include or exclude the workpaper from the roll forward process.
    • During Finalize: Choose the applicable item from this drop-down list to retain or delete this workpaper during the finalize process.
  4. Click OK.

Related topic: Adding workpapers in AdvanceFlow

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