Viewing document management information for a workpaper

Alerts and notices

To view GoFileRoom index information for a workpaper, follow these steps.

  1. In the Workpapers tab, select the workpaper for which you want to view index information.
  2. Click the Properties button in the ribbon.

    Note: You can also right-click the workpaper and choose Properties from the context menu.

  3. Click the GoFileRoom tab.

    Note: Placeholder workpapers and reports do not have a GoFileRoom tab because they are not filed and indexed in GoFileRoom.

  4. When you are finished, click OK.

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