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Workpaper Dashboard

Assign workpapers in an engagement

For licensed users of Accounting CS Workpapers
Do the following to assign staff to workpapers in an engagement.
  1. In the Workpapers Dashboard, highlight a workpaper in the Tree View in the Engagement Binders Tree portlet.
  2. Right-click then select
    Properties
    .
  3. Select the dropdown arrow in the
    Assigned
     field, and select the appropriate staff ID.
  4. Select
    OK
    . In the Engagement Binders Tree portlet, notice that the Assigned column now contains the Staff ID that you selected for the workpaper.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers