Add blank Microsoft Excel and Word workpapers

For licensed users of Accounting CS Workpapers
  1. In the Engagement Binders Tree portlet, open the Add Workpaper Wizard by right clicking an engagement binder briefcase, folder, or workpaper, and selecting
    Add Workpaper
    .
  2. In the
    Workpaper Type
    screen of the Add Workpaper Wizard, select
    Blank Excel
    or
    Blank Word
    from the
    Source
    dropdown, then select
    Next
    .
  3. For each workpaper, select the workpaper properties in the
    Workpapers Properties
    screen.
  4. Select
    Finish
    to insert the workpaper into the engagement binder.