Export workpapers to your computer

Follow these steps to export workpapers in Engagement Manager to your computer.

In Engagement Manager, select the Workpapers
tab of the engagement with the workpapers you want to export.

Mark the checkboxes for the workpapers you want to export, then right-click on one of them and select Export
.

Select one of the following options:

PDF

Select Individual
if you want to send a separate PDF for each file, then Save
.

Select Combined
to send all files in 1 PDF, then Save
.

ZIP

The workpaper will download to your computer in the format you chose in the previous step.

This article applies to: