Uploading a workpaper from your computer or network

Alerts and notices
  1. In the Workpapers tab, click the folder to which you will add the workpaper.
  2. Click the Add Workpaper Add workpaper button button.

    Note: You can also right-click the folder and choose Add > Workpaper from the context menu.

  3. Select External from the Source drop-down list, and click Next.
  4. Navigate to the workpaper, and click the Open button.

    Note: Click the Add button in the top left corner if you wish to add multiple workpapers at a time.

  5. Click Next.
  6. Enter reference and description information for the workpaper.
  7. Click OK.

Related topic: Adding workpapers in AdvanceFlow

Share This