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For licensed users of Accounting CS Workpapers
You can add, reply to, or delete a note from the Workpapers Dashboard.
Opening the Notes dialog or portlet
There are several ways to open the Notes dialog or portlet in the Workpapers Dashboard.
Open in the Workpapers Dashboard
Open from the Engagement Binders Tree portlet
Open from the Notes List portlet
Navigating the portlet
Use the toolbar on the portlet to add a new note, delete a note, and edit a note with standard word processing functions. Show toolbar
Notes
- You can customize the toolbar by clicking the Toolbar options arrow to remove unused icons or create a customized toolbar.
- You can right-click in the toolbar and clear the Standard checkbox to remove the Standard toolbar from the portlet. To add the toolbar back, you must close/remove the Notes portlet from the view, and then re-add it from the Select Portlets dialog.
Adding a note
- In the Notes portlet click the Add Note button in the Notes toolbar.
- Enter a subject for the note in the Subject field.
- Assign engagement staff to the note and select a priority (Normal, High, or Low).
- Enter text for the note.
- In the Notes dialog click Done to save and close the note. (The application automatically saves all changes or additions in the Notes portlet.)
Replying to a note
- Highlight the engagement binder, folder, or workpaper that has a note associated with it in the Engagement Binders Tree portlet. All notes associated with that item appear in the Notes portlet, Notes List portlet, and Notes dialog. (Click the Add Note button to open the Notes dialog).
- Navigate to the desired note.
- Click the Reply button and enter the text for the reply note.
- If you are replying from the Notes dialog, click Done to save the reply with the note. The application automatically saves changes or additions in the Notes portlet.
Deleting a note
- Highlight the engagement binder, folder, or workpaper that has a note associated with it in the Engagement Binders Tree portlet. All notes associated with that item appear in the Notes portlet, and Notes dialog. (Click the Add Note button to open the Notes dialog.)
- Navigate to the desired note.
- Click the Delete button. When prompted to confirm the deletion, click Yes.
- If you are deleting the note from the Notes dialog, click Done to close the dialog. (The application automatically deletes the note from the Notes portlet and Notes List portlet.)
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