WORKPAPERS CS
You can add documents that already exist on your workstation into Workpapers CS. Use the following procedure to add an existing file into the engagement binder.
- In the Engagement Binders Tree portlet, open the Add Workpaper Wizard and right-click an engagement binder briefcase, folder or workpaper, and choose Add Workpaper, or click the Add Workpaper
button at the top of the Engagement Binders Tree portlet. - In the Workpaper Type screen, select External from the Source drop-down list.
- Click the Browse button and navigate to the external location of the workpapers to add to the engagement binder.
- Mark the checkbox in the Select column for the workpapers that you want to add, and click Next.
Note: You can mark the Delete source file(s) checkbox to remove the external file from the source location after it has been added to the engagement binder.
- For each workpaper, select the appropriate workpaper properties in the Workpaper Properties screen of the wizard.
- Click Finish to insert the workpapers into the engagement binder.
Notes
- You can also add an external document via the drag-and-drop method from Windows Explorer. In the Virtual Office CS or Software as a Service (SaaS) environments, you must open Windows Explorer via Microsoft Word or Excel to use the drag-and-drop method.
- Click the Add Workpaper button to add external documents to the engagement binder. Workpapers are added to the top level of the engagement binder by default.
- You can use the drag-and-drop method to move workpapers to another folder or location in the binder and reorder workpapers, as necessary.
- You can add password protected documents to the engagement binder.
- Each time you open a password protected document in the Preview portlet, the application prompts you to enter the password for that document.
- You cannot send password protected PDFs via Source Document Processing.
- You cannot add encrypted documents to the engagement binder.
Related topics
Drag and drop documents and email messages into the engagement binder
Adding a custom Microsoft Excel workpaper
Adding blank Microsoft Excel and Word workpapers
Adding a PPC Checkpoint Tools workpaper
Adding a workpaper placeholder
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