Check and edit workpaper properties

  • If you want to edit properties, you'll need a user account that has been granted the
    Modify Workpaper Properties
    permission.
  • You'll also need to have a client with an engagement that includes workpapers in
    Engagement Manager
    .
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
    tab.
  2. Select a workpaper.
  3. Select
    Manage
    , then
    Properties
    .
  4. Select the tabs to check and edit properties:
    • In the
      General
      tab check and edit the Engagement Manager
      Reference
      ,
      Description
      ,
      User assignment
      ,
      Roll Forward
      , and
      During Finalize
      workpaper properties.
    • In the
      Sign-offs
      tab check and edit existing sign-offs.
    • In the
      GoFileRoom
      tab check the index details of the document in
      GoFileRoom
      .
    • In the
      History
      tab to check events that have affected the workpaper.
  5. Select
    Save
    .

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