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Workpapers CS
Workpaper Dashboard
Add a folder or subfolder in an engagement binder
Workpaper Dashboard
Add a folder or subfolder in an engagement binder
Use the
Folder Properties
window to add a new folder or subfolder in the Engagement Binders tree.
You can also set up a default workpaper reference that is automatically assigned and increments with each workpaper that is added to the folder.
note
There is no limit to the number of subfolder levels that you can add in the engagement binder.
Enter a name for the folder of up to 108 alphanumeric characters.
Enter a starting reference of up to 20 alphanumeric characters including optional separators (decimal, forward slash, hyphen).
Enter a numeric character (the default value is 1) in the
Increment by
field.
Setting
Result
Reference A- 1, Increment by 1
A-1, A-2, A-3
Reference TB10, Increment by 10
TB10, TB20, TB30
Reference BS/ Increment by 5
BS/, BS/5, BS/10, BS/15
Reference TS-1-2, Increment by 2
TS-1-2, TS- 1-4, TS-1-6
This article applies to:
PRODUCT:
Workpapers CS
Subject:
Engagements,Workpapers
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