Adding external workpapers

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  1. In the Workpapers tab, click the folder to which you will add the workpaper.
  2. Click the Add Workpaper Add workpaper button button in the ribbon.

    Note: You can also right-click the folder and choose Add > Workpaper from the context menu.

  3. Select External from the Source drop-down list, and click Next.
  4. In the window that opens, navigate to the workpaper that you want to add, select the associated file, and click Open.

    Note: To select multiple workpapers, hold down the CTRL or SHIFT key while selecting files.

  5. Verify that workpapers you want to add appear in the Add Workpaper screen. Use the Add File Add File button and Delete File Delete File button buttons to update the list as needed and click Next.
  6. In the Workpaper Properties screen, double-click beneath each column heading to update the workpaper properties, as needed.
    • Reference: Enter a reference.
    • Description: Enter a description.
    • User Assignment: Choose a user in the User Assignment dialog that opens and click OK.
    • Roll Forward: Choose the applicable item from this drop-down list to include or exclude the workpaper from the roll forward process.
    • During Finalize: Choose the applicable item from this drop-down list to retain or delete this workpaper during the finalize process.
  7. Click OK.

Related topic: Adding workpapers in AdvanceFlow

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