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Workpaper Dashboard

Insert links from the Workpapers CS ribbon

When you open a Microsoft Word or Microsoft Excel workpaper from the engagement binder, you can use the Workpapers ribbon to insert a link to an existing workpaper in the engagement.
  1. Open a Microsoft Word document or Microsoft Excel workpaper in Accounting CS and select a cell to that you want to insert a link to an existing document or workpaper.
  2. Select
    Insert Workpapers
     in the Workpapers CS ribbon to open the
    Insert Workpaper Link
     screen.
  3. Highlight the row that contains the link to insert then select
    OK
    . (The link name is the workpaper reference.)
note
  • The 1st item in the Workpapers grid of the
    Insert Workpaper Link
     screen is highlighted by default.
  • Links can be created only for workpapers that are present in the same engagement binder as the current Microsoft Word or Excel workpaper.
  • Links open as read-only if the target of the link is checked out, disconnected, or otherwise in use in the engagement binder.
  • Links open in the same format in which the workpaper was created (for example, Microsoft Word, Microsoft Excel, or Adobe Reader).
  • Links to PDFs open in the default reader that is installed on your workstation. If you need to update it in a PDF editor, such as the editor installed with Workpapers CS or externally in Adobe Acrobat, be sure to launch the PDF from the Engagement Binders Tree portlet.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers