Engagement Manager Notes

Use notes to notify reviewers, track checklist items, or flag critical issues. Create notes for folders, workpapers, or engagements, and assign them to yourself or other staff members if needed.
Notes appear in the Workpapers tab and the Notes List tab:
  • In the Workpapers tab, notes for the selected folder or workpaper list in the expandable Notes pane.
  • In the Notes List tab, notes list for any selected folder, workpaper, or engagement in the Preview pane. If the Preview pane isn't there, select
    Expand
    Expand in the border that divides the sections of the tab.

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