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Workpaper Dashboard

Append a scanned image to a workpaper

  1. In the Engagement Binders Tree portlet, select the target folder that contains the PDF you want to append a scanned image for.
  2. Select the
    Scan Workpaper
     command in the toolbar of the Engagement Binders Tree portlet.
  3. If your computer is connected to more than 1 scanner source, select
    Select Source
     to select the scanner that you want to use in the Workpaper Type screen of the wizard. (Note that
    Scan
     is automatically selected in the Source field when you select
    Scan Workpaper
    .)
  4. Select
    Append to existing workpaper
    , highlight the target PDF in the workpapers grid, then select
    Next
    .
  5. The selected workpapers or images are available for previewing in the
    Scan Workpaper
     screen of the wizard. Rotate or delete pages before adding the workpapers or images to the engagement binder then select
    Next
    .
  6. Select
    Finish
     in the
    Workpaper Properties
     screen to append the scanned image to the selected workpaper.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers