Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Workpaper Dashboard

Print from the Workpapers Dashboard

For licensed users of Accounting CS Workpapers
If you're licensed for the Workpapers service in Accounting CS, you can save entire engagement binders from Accounting CS Workpapers to FileCabinet CS or to a PDF at a time that's most convenient for you.
  1. Select
    Print
     in the Engagement Binders Tree portlet of the Workpapers Dashboard or right-click a briefcase in the tree view and select
    Print
     to open the
    Print
     screen.
  2. If you're licensed for FileCabinet CS and have the application installed, you can mark the
    Output to FileCabinet CS
     checkbox to save the engagement binder to the FileCabinet data location and open the FileCabinet CS Documents screen. Use this screen to confirm the contents of the engagement binder and preview a book-marked PDF of the engagement binder prior to sending it to FileCabinet CS.
  3. Select
    Options
     and mark checkboxes to customize your reports.
    • Include annotations that are inserted into all PDF documents from the engagement binder.
    • Exclude empty folders in the output.
    • Exclude workpaper references in the output.
    • Print Individual Workpapers. (Select the ellipsis button to open the
      Print Workpapers
       screen and select the individual workpapers that you want to print. You can also choose to combine selected workpapers into a single PDF file by marking that checkbox.)
  4. You can mark the
    Open file when complete
     checkbox to open a view of the output.
  5. Select
    OK
     to close the Print screen and save the report.

This article applies to:

  • Product: Accounting CS
  • Subject: Engagements, Workpapers