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Workpaper Dashboard

Use the File Exchange Documents portlet

For licensed users of Workpapers CS with an active NetStaff CS portal.
The File Exchange Documents portlet lets you access and insert documents to and from the NetStaff CS portal directly into the engagement binder.
The following procedure assumes that you have set up a NetStaff CS sign in and have activated it in the
Main
 tab of the
Setup
Firm Information
Staff
 screen.
  1. Open the File Exchange Documents portlet in the Workpapers Dashboard.
  2. Select the
    Login
     button to sign in to your NetStaff CS portal.
  3. Select the name of the portal from the dropdown list in the
    File Exchange View
     field.
    note
    Your firm's NetStaff CS administrator may need to adjust the File Exchange permissions on the NetStaff CS portal.
  4. Double-click the folder to move down a level and use the following toolbar buttons to go to the NetStaff CS portal in the File Exchange Documents portlet.
  5. Select a document, and drag and drop it into the Engagement Binders tree portlet, or save the
    Save
     button in the toolbar.
  6. When the Add Workpaper wizard opens, enter a workpaper reference number, and if necessary, update other information for the document in the
    Workpaper
     Properties window such as target location, name, roll forward treatment, assignment, and so forth.
  7. Select
    OK
     to close the window and insert the workpaper into the engagement binder.
note
  • You can drag and drop documents from the portlet directly into the Engagement Binders tree. If the Engagement Binders Tree portlet is not currently open, you can select the
    Save
     button to save the selected document into the engagement binder.
  • You can drag and drop workpapers directly from the Engagement Binders Tree portlet to the File Exchange Documents portlet to upload them to File Exchange in the NetStaff CS portal.
  • You can delete documents from File Exchange in the NetStaff CS portal, but they can't be deleted from the File Exchange Document portlet in the Workpapers Dashboard.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers