Replace a workpaper

You'll need a client with an engagement that includes workpapers and a replacement workpaper of the same file type (PDF, for example). 
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
    tab.
  2. Select the workpaper that you want to replace.
  3. Right-click the selected workpaper and select
    Replace
    from the context menu.
  4. Drag and drop or use
    Browse for file
    to select a replacement file.
  5. Select
    OK
    .
Engagement Manager
replaces the file but keeps all the previous workpaper's properties, including: Reference, Description, User assignment, Roll Forward, and During Finalize.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close