Add a workpaper from a template

Follow these steps to add a workpaper from a template in Engagement Manager.

In Engagement Manager, select the Workpapers
tab of the engagement, then select the folder you want to add the workpaper to.

Select

Add
, then Workpaper
.

Select Template
from the Source
dropdown, then Next
.

Select the template you want to use from the Template
dropdown, then Next
.

Select the workpapers you want to add to the engagement and select Next
.

Add the following Workpaper Properties:

Enter a Reference
.

Each workpaper reference must be unique within an engagement.

Enter a Description
.

Select a user from the User Assignment
dropdown.

Select an option from the Roll Forward
dropdown to include or exclude the workpaper from the roll forward process.

Select an option from the During Finalize
dropdown to retain or delete the workpaper during the finalize process.

Select Done
.

This article applies to: