Link engagement information to Excel and Word workpapers

You can use the Engagement Manager toolbar in Microsoft Excel and Word to link information for an engagement to items in a workpaper.
  1. In Engagement Manager, Select the
    Workpapers
    tab of the engagement you want to link to.
  2. Select the Excel or Word file you want to add the linked data to, then
    Manage
    and
    Edit
    .
    The selected file opens in Edit mode in Excel or Word.
  3. In Excel or Word, select the
    Engagement Manager
    tab, then
    Engagement Link
    .
  4. If prompted, sign in to Engagement Manager.
  5. In the Engagement Link pane, select the link type you want to add, then complete the fields required based on the type of data you're linking to.
  6. Select
    Insert
    to add the engagement link.
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