Assign workpapers in an engagement

For licensed users of Accounting CS Workpapers

Do the following to assign staff to workpapers in an engagement.

In the Workpapers Dashboard, highlight a workpaper in the Tree View in the Engagement Binders Tree portlet.

Right-click then select Properties
.

Select the dropdown arrow in the Assigned
field, and select the appropriate staff ID.

Select OK
. In the Engagement Binders Tree portlet, notice that the Assigned column now contains the Staff ID that you selected for the workpaper.

This article applies to: