Exporting workpapers to your computer

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To export a copy of a workpaper to your computer, follow these steps.

  1. In the Workpapers tab, right-click a workpaper and choose Export, and then choose a file type.
  2. In the dialog that opens at the bottom of your browser, click the Save button or click the Save drop-down Save drop-down button button for additional saving options.

Notes

  • You can export only one document from AdvanceFlow at a time.
  • When you export documents, they are not checked out of AdvanceFlow; therefore, exported documents can be edited by anyone who opens them.

Related topic: Workpapers overview

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