Print dialog

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Use the Print dialog to specify one or more outputs (printer, file, FileCabinet CS, Engagement CS) for printing Firm, Accounting, and customized reports, as well as Financial Statements and Letters. You can also save whole engagement binders and individual workpapers to FileCabinet CS or PDF directly from the Workpapers Dashboard.

You can also define page numbering options when you print multiple reports or report profiles. (Note: This option is not available when printing from the Print Preview screen). When you choose to print from the Print Preview screen you can define page ranges across multiple reports that are displayed in the preview.

Choose File > Print Reports, select one or more reports, and then click the Print Selected button.

Click the Print WP Print button button in the Engagement Binders Tree portlet of the Workpapers Dashboard, or right-click a briefcase in the tree view and choose Print.

Fields & buttons

Page Numbering

This option is available for report printing via the Print Reports screen or Report Designer and is not available in the Workpapers Dashboard.

For multiple reports or report profiles, you can choose to continue the page numbering across reports select a starting page number.

Output to Printer

  • Source printer. Select a printer that is available locally or from your network.
  • Number of copies. Enter the number of copies to print.
  • Duplex. Mark this checkbox to enable duplex printing.
  • Page range. You can choose to print All, the Current page, or a range of Pages. To define the page range when printing a multi-page document, you must click the Preview Selected button and then click the Print button in the toolbar of the Print Preview screen to open the Print dialog. Mark the Output to printer checkbox to select the page range that you want to print.

FileCabinet CS

If you are licensed for FileCabinet CS, you can mark the Output to FileCabinet CS checkbox to send your documents to FileCabinet CS when you print.

When you mark the Output to FileCabinet CS checkbox, you can also mark the Send to NetClient CS Document Presentation checkbox to send a static document to the NetClient CS portal.

Output to Onvio Documents

If you are licensed for Onvio, mark this checkbox to send your documents to Onvio Documents. You must also choose a file format (*.pdf, *.rtf, *.txt, or *.xls) from the drop-down list.

Note: Before you can print to Onvio Documents, you can set up default folder mappings to which your output will be sent to Onvio Documents via the Setup > Onvio Documents > Folder Mapping dialog.

Output to GoFileRoom

If you are licensed for GoFileRoom, mark this checkbox to send your documents to GoFileRoom. You must also choose a file format (*.pdf, *.rtf, *.txt, or *.xls) from the drop-down list.

Note: Before you can print to GoFileRoom, you must first map your GoFileRoom Indexes to fields in Workpapers CS via the Setup > GoFileRoom > Index Mapping dialog.

Engagement CS

If you are licensed for Engagement CS, you can mark the Output to Engagement CS checkbox to send your documents to Engagement CS.

File

The File section allows you to output your document to a file or export to Excel when you print. You can select the file format and the destination. The following file formats are available from the drop-down list.

  • Adobe (*.pdf)
  • HTML (*.html)
  • Rich Text Format (*.rtf)
  • Text File (*.txt)
  • Tagged Image File (*.tif)
  • Microsoft Excel (*.xls)

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