Replacing placeholders with workpapers

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To replace a placeholder that you've previously added with a workpaper, follow these steps.

  1. In the Workpapers tab, right-click the placeholder that you want to replace.
  2. Choose Replace from the context menu.
  3. In the Replace Workpaper dialog, choose the workpaper type from the Source drop-down list.
  4. The remaining steps vary, depending on the workpaper type that you chose. Click one of the following links to continue.

    Note: The following steps for each workpaper type are the same as for adding workpapers.

    • Custom Excel
      Choose the grouping type from the drop-down list that appears, click Next, choose applicable options from in the Options tab, create columns in the Columns tab, and click Next again. More information
    • Excel
      Mark the Macro enabled checkbox if you want to enable macros in the file you are adding and click Next. More information.
    • Existing Engagement
      Click Next and choose a client name from the list or enter a client name or client number in the fields at the top of the Select Client dialog to search for and select the client, then click Next again. Choose one or more workpapers from the list. Click Next again.
    • External
      Click Next, navigate to the workpaper that you want to add, select it, and click Open. Then, Click Next again.
    • GoFileRoom
      Click Next, mark the checkboxes for the GoFileRoom workpapers that you want to add, and click Next again.
    • Placeholder
      Click Next, add placeholder text, and click Next again.
    • Template
      Choose a template from the Template drop-down list, click Next, mark the checkboxes for the workpapers that you want to include, and click Next again. More information.
    • Word
      Mark the Macro enabled checkbox if you want to enable macros in the file you are adding and click Next. More information.
  5. Click OK.

Related topic: Adding workpapers

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