Add blank Excel and Word workpapers

Follow these steps to add a blank Excel or Word workpaper in Engagement Manager.

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

Select

Add
, then Workpaper
.

Select Excel
or Word
from the Source
dropdown, then Next
.

Turn on macro options if you want to include them, then select Next
.

Add the following Workpaper Properties:

Enter a Reference
.

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: