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Workpapers

Move workpapers or folders

You'll need:
  • A user account granted the Move Workpaper or Folder permission.
  • A client with an engagement that includes workpapers and folders in
    Engagement Manager
    .

Drag and drop

To drag a drop a workpaper or folder:
  1. Select
    Engagements
     from the main toolbar.
  2. Select the client, then the engagement that has the workpapers you want to assign to a user.
  3. Select the
    Workpapers
     tab.
  4. Select a workpaper or folder and hold the left mouse button.
  5. Drag the workpaper or folder to its new position and release the left mouse button.

Right-click menu

If your list of workpapers and folders become extensive, you can use the right-click menu to move workpapers and folders.
Using this option will move the workpaper to the root of the target folder. You'll still need to drag and drop the workpaper if you want to place it in a different position within the folder.
If a workpaper is locked, you'll need to drag and drop the workpaper instead of using the right-click option.
To move a workpaper or a folder:
  1. Right-click the workpaper or folder you want to move, then select
    Move to
    .
  2. You can use the search field to find a specific folder, then select the folder you want.
  3. Select
    Send
    .

This article applies to:

  • Product: Engagement Manager
  • Subject: Workpapers
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