Workpapers CS
We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
Use the Folder Properties dialog to add a new folder or sub-folder in the Engagement Binders tree. You can also set up a default workpaper reference that is automatically assigned and increments with each workpaper that is added to the folder.
Note: There is no limit to the number of subfolder levels that you can add in the engagement binder.
Fields & buttons
- Folder name. Enter a name for the folder of up to 108 alphanumeric characters.
- Default Reference
- Starting reference. Enter a starting reference of up to 20 alphanumeric characters including optional separators (decimal, forward slash, hyphen).
- Increment by. Enter a numeric character (default value is 1)
Examples
| Setting | Result |
|---|---|
| Reference A-1, Increment by 1 | A-1, A-2, A-3 |
| Reference TB10, Increment by 10 | TB10, TB20, TB30 |
| Reference BS/, Increment by 5 | BS/, BS/5, BS/10, BS/15 |
| Reference TS-1-2, Increment by 2 | TS-1-2, TS-1-4, TS-1-6 |
Was this article helpful?
Thank you for the feedback!
|
Using the Engagement Binders Tree portlet Right-click menu commands in the Engagement Binders Tree portlet |
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |