Add Workpaper References to workpapers in Word or Excel

You'll need:

A client with an engagement that includes a trial balance and workpapers in

Engagement Manager.

The Engagement Manager Excel and Word Add-Ins.

In Engagement Manager, open the engagement, then select the Workpapers
tab.

Choose the workpaper you want to add a Workpaper Reference to.

Select Manage
, then Edit
.

In the

Microsoft Word

Excel

document, select the field or cell you want to add a Workpaper Reference to.

Select Engagement Manager
, then Workpaper Reference
from the toolbar.

Use the search bar to find the workpaper, then select it.

Select OK
.

This article applies to: