Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Workpaper Dashboard

Share engagement documents with people who don't use the application

You can use the following methods to share workpapers from Accounting CS Workpapers with other staff or customers who don't have the application installed.

Drag and drop workpapers into an email

  1. Open Microsoft Outlook, then open a new email where you want to insert a workpaper from the engagement binder as an attachment.
  2. Open the Engagement Binders Tree portlet in the Workpapers Dashboard.
  3. Left-click the a workpaper and drag it into the body of email message to add the item as an attachment.

Drag and drop workpapers from the engagement binder to the desktop or networked location

  1. Open the Engagement Binders Tree portlet in the Workpapers Dashboard.
  2. Open Windows Explorer and go to the location where you want to insert a workpaper from Accounting CS.
  3. Left-click the a workpaper and drag it to the desktop or the network location that you  selected.

Drag and drop workpapers from the Engagement Binders tree portlet to the File Exchange portlet

  1. In the Workpapers Dashboard, open the Engagement Binders Tree portlet and File Exchange Documents portlet.
  2. Select the
    Login
     command in the File Exchange portlet to connect to File Exchange.
  3. Select a workpaper in the Engagement Binders Tree portlet and drag and drop it to the appropriate folder in the File Exchange Documents portlet.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers