Display a list of workpapers in an engagement

Follow these steps to display a list of workpapers for an engagement in Engagement Manager.
  1. In Engagement Manager, select an engagement, then the
    Workpapers
    tab.
  2. Select
    List View
    .
In addition to editing and signing off on workpapers from the list view, you can also do the following:
  • sort and filter columns.
  • use the groups panel option to create groups based on specific columns.
  • select
    Manage
    , then
    Export
    to export the list.
  • show and hide columns.
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