Edit or view workpapers

You'll need a user account granted the Edit Workpaper permission. You'll also need to have a client with an engagement that includes workpapers in

Engagement Manager

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

Use one of the following methods to view or edit the workpaper:

Double-click the workpaper.

Select the workpaper and choose

Edit
or View

View
from the Actions column.

Select the workpaper, then select View
or Edit
from the Manage
menu.

Select the workpaper, right-click it, then choose View
or Edit
from the context menu.

If you chose Edit
,

Engagement Manager

will change the status of the workpaper to Checked Out until you save your edits.

This article applies to: