ʯƵɫ

Skip to main content

  • Categories

  • Top products

Recommended products

Questions? We are here to help

  • Categories

  • Top products for corporations

  • Top products for accounting firms

Recommended products

Questions? We are here to help

Recommended products

Questions? We are here to help

  • Categories

  • Top products

Recommended products

Questions? We are here to help

  • Who we serve

  • Services

  • Platforms

  • Media Solutions

  • About

Recommended products

Questions? We are here to help

Books

Recommended products

Questions? We are here to help

  • APIs by industry

  • Use case library

  • Related sites

  • New releases

  • Join a TR community

  • Free trials & demos

Sign in to your products
Workpaper Dashboard

Share engagement documents with people who don't use the application

You can use the following methods to share workpapers from Accounting CS Workpapers with other staff or customers who don't have the application installed.

Drag and drop workpapers into an email

  1. Open Microsoft Outlook, then open a new email where you want to insert a workpaper from the engagement binder as an attachment.
  2. Open the Engagement Binders Tree portlet in the Workpapers Dashboard.
  3. Left-click the a workpaper and drag it into the body of email message to add the item as an attachment.

Drag and drop workpapers from the engagement binder to the desktop or networked location

  1. Open the Engagement Binders Tree portlet in the Workpapers Dashboard.
  2. Open Windows Explorer and go to the location where you want to insert a workpaper from Accounting CS.
  3. Left-click the a workpaper and drag it to the desktop or the network location that you  selected.

Drag and drop workpapers from the Engagement Binders tree portlet to the File Exchange portlet

  1. In the Workpapers Dashboard, open the Engagement Binders Tree portlet and File Exchange Documents portlet.
  2. Select the
    Login
     command in the File Exchange portlet to connect to File Exchange.
  3. Select a workpaper in the Engagement Binders Tree portlet and drag and drop it to the appropriate folder in the File Exchange Documents portlet.
note
  • You can also drag and drop from documents and email messages into the engagement binder.
  • You can also use the Disconnect and Return workpaper method for audit-based engagements that allows audit staff to work in the field and return updated workpapers to the engagement binder back in the office.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers