Use the Preview portlet

Add the preview portlet to your Workpapers Dashboard view to see a preview of your Microsoft Excel, Microsoft Word, or Adobe PDF workpaper as you select an item in the Workpapers List portlet or the Engagement Binders Tree portlet. The preview is updated each time the workpaper is selected.
  1. Choose the
    Select Portlets
    link on the Workpapers Dashboard to open the
    Select Portlets
    window.
  2. Mark the
    Workpaper Preview
    checkbox to open the Workpaper Preview portlet in the Workpapers Dashboard.
  3. Select a Microsoft Word, Microsoft Excel, or Adobe PDF document in the Engagement Binders Tree portlet to view it in the Workpaper Preview portlet.