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Workpaper Dashboard

Create and use templates for custom Excel workpapers

When you create a custom Excel workpaper via the Add Workpaper wizard, you can save your column settings as a template. When you create subsequent custom Excel workpapers, you can select the saved templates from the
Template
 field in the
Column Definition
 screen in the wizard to use the same column definitions.

Create and save a template

  1. In the Engagement Binders Tree portlet of the Workpapers Dashboard, select
    Add Workpaper
     in the toolbar to open the Add Workpaper wizard.
  2. In the
    Workpaper Type
     screen of the Add Workpaper wizard, select
    Custom Excel
    , then select
    Next
    .
  3. Choose the appropriate options in the
    Custom Excel
     screen, then select
    Next
    .
  4. In the
    Column Definition
     screen, define the columns, as appropriate.
  5. Select
    Save
     next to the
    Template
     field.
  6. Enter up to 30 alphanumeric characters for the template name in the
    Save template as
     field then select
    OK
    .
  7. Continue through the wizard screens to create the workpaper.

Apply a template

In the
Column Definition
 screen of the Add Workpapers wizard, select an existing template from the dropdown in the
Template
 field. The application automatically applies the column settings from the template to the new workpaper.

Update a template

After you save a template, you can make changes to it while creating a custom Excel workpaper.
  1. In the
    Column Definition
     screen of the Add Workpaper wizard, select the template to modify.
    Save
     changes to
    Update
    .
  2. Modify the column settings then select
    Update
    .
  3. Select
    Yes
     when you're prompted to continue.

Save a copy of a template with a new name

You can make a copy of any template and save it with a different name.
  1. In the
    Column Definition
     screen of the Add Workpaper wizard, select a template in
    Template
     field, right-click, then select
    Save as
    .
  2. Enter the new name.

Delete a template

You can delete any templates that you no longer need.
In the
Column Definition
 screen of the Add Workpapers wizard, select a template in
Template
 field, right-click, then select
Delete
.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers