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Workpaper Dashboard

Extract pages in the PDF editor and insert them back to a binder

Extract pages from an existing PDF

  1. In the Workpapers Dashboard, right-click a PDF then select
    Open
     to open it in the PDF editor.
  2. Select
    Document
     then
    Extract Pages
     to open the
    Extract Pages
     screen.
  3. In the Page Range section, choose the appropriate option.
  4. In the Options section, choose the most appropriate action for extraction.
  5. In the Save as section, choose the destination folder on your local drive to create the PDFs, and choose the appropriate File name.
  6. Select
    OK
     to extract and save the PDFs to the selected location.

Insert extracted pages into the engagement binder

  1. In the Engagement Binders Tree portlet, open the Add Workpaper Wizard.
  2. Right-click an engagement binder briefcase or folder then select
    Add Workpaper
    .
  3. In the
    Workpaper Type
     screen, select
    External
     from the
    Source
     dropdown.
  4. Select
    Browse
     and go to the location of the extracted PDFs, mark the checkboxes next to those items in the grid, then select
    Next
    .
  5. For each PDF, select the workpaper properties in the
    Workpaper Properties
     screen.
  6. Select
    Finish
     to insert the PDFs into the engagement binder.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers