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Workpaper Dashboard

Extract pages in the PDF editor and insert them back to a binder

Extract pages from an existing PDF

  1. In the Workpapers Dashboard, right-click a PDF then select
    Open
     to open it in the PDF editor.
  2. Select
    Document
     then
    Extract Pages
     to open the
    Extract Pages
     screen.
  3. In the Page Range section, choose the appropriate option.
    note
    The Selected Pages option is grayed (unavailable) until you select
    View
     then
    Pages Thumbnails
     and select pages to extract.
  4. In the Options section, choose the most appropriate action for extraction.
    note
    You can select the
    Extract Pages As Separate Files
     option or the
    Save Extracted Pages to New File
     option, but not both at the same time. When either of those options are selected, the fields in the Save as section become available (ungrayed).
  5. In the Save as section, choose the destination folder on your local drive to create the PDFs, and choose the appropriate File name.
    note
    You can select
    Macro
     to insert a specific variable to add to the PDF's filename. (For example, choose Autonumber to add consecutive numbers to the filenames for a series of separate PDFs.)
  6. Select
    OK
     to extract and save the PDFs to the selected location.

Insert extracted pages into the engagement binder

  1. In the Engagement Binders Tree portlet, open the Add Workpaper Wizard.
  2. Right-click an engagement binder briefcase or folder then select
    Add Workpaper
    .
  3. In the
    Workpaper Type
     screen, select
    External
     from the
    Source
     dropdown.
  4. Select
    Browse
     and go to the location of the extracted PDFs, mark the checkboxes next to those items in the grid, then select
    Next
    .
    note
    You can mark the
    Delete source file(s)
     checkbox to remove the external file from the source location after it has been added to the engagement binder.
  5. For each PDF, select the workpaper properties in the
    Workpaper Properties
     screen.
  6. Select
    Finish
     to insert the PDFs into the engagement binder.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers