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For licensed users of Accounting CS Workpapers
A workpaper might open in read-only mode for many different reasons. Click the links below to learn more.
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The Engagement Binders Tree and Workpapers List portlets display a status of Checked out by <Staff ID> for workpapers that are currently open. Only a single staff member can modify a workpaper that is checked out at one time. The workpaper becomes available to all staff when the workpaper is closed and the status changes to Available.
See also: Right-click menu commands in the Engagement Binders Tree portlet
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When a workpaper with a status of Disconnected has been removed from the database and taken into the field can be viewed by in-office staff, but not modified until the workpapers have been returned to the binder.
See also: Disconnect and return workpapers, overview
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Staff members who have completed work on a workpaper can mark a workpaper with a status of Protected. These workpapers can be opened to view them, but may not be modified until the status is changed to Unprotected.
See also: Using the right-click context menu
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When engagement work is completed, you or another staff member can Finalize the binder. This process changes the status of all of the workpapers to Protected. Before you can make changes to a protected workpaper in a finalized Engagement Binder, you must Unfinalize the Engagement Binder.
See also: Finalize Engagement Binder Wizard, overview
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You must have the Checkpoint Tools for PPC framework installed on your machine to modify Checkpoint Tools documents.
See also: Adding a PPC Checkpoint Tools workpaper
The Checkpoint Tools for PPC addins must be active in Microsoft Word and Microsoft Excel for the documents to be modified as well.