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Workpaper Dashboard

Insert links from the Workpapers CS ribbon

When you open a Microsoft Word or Microsoft Excel workpaper from the engagement binder, you can use the Workpapers ribbon to insert a link to an existing workpaper in the engagement.
  1. Open a Microsoft Word document or Microsoft Excel workpaper in Accounting CS and select a cell to that you want to insert a link to an existing document or workpaper.
  2. Select
    Insert Workpapers
     in the Workpapers CS ribbon to open the
    Insert Workpaper Link
     screen.
  3. Highlight the row that contains the link to insert then select
    OK
    . (The link name is the workpaper reference.)

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers