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You can print documents such as reports, financial statements, and letters from Workpapers CS to GoFileRoom. Use the GoFileRoom Index Mapping dialog to define drawers and index values in preparation for printing documents for your firm or clients from Workpapers CS to GoFileRoom.
Note: You must be licensed for GoFileRoom and have the GoFileRoom Client add-in installed to be able to print documents from Workpapers CS to GoFileRoom.
To access the GoFileRoom Index Mapping dialog, choose Setup > GoFileRoom > Index Mapping.
Fields & buttons
Display mapping dialog at print
Tabs in this dialog
The following tabs are available in the GoFileRoom Index Mapping dialog. Each tab corresponds to the service-based category for the document types that you are mapping to GoFileRoom.
Tab | Details |
---|---|
Accounting |
Includes accounting reports, letters. |
Financial Statements | Includes financial statements. |
Workpapers | Includes workpapers reports and engagement binders. |
Firm | Includes firm-level reports and documents. |
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