Exporting a workpapers list

Alerts and notices

To export a workpapers list for the selected engagement, follow these steps.

  1. Click the Workpapers tab and then click the List button in the ribbon.

    All columns displayed in the list will be exported. To display additional columns, click the Preferences button in the ribbon, select the desired columns, and click OK.

  2. Click the Export button in the ribbon of the workpapers list.
  3. Choose the applicable save options and save the spreadsheet to your local machine or to a location on your firm's network.

Related topic: Workpapers overview

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