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Workpaper Dashboard

Use the Engagement Binders tree

The Engagement Binders Tree portlet provides a tree structure display of your client’s engagement binders, folders, and workpapers. Using this portlet, you can add workpapers, reorganize binders, folders, and workpapers, print binders to FileCabinet CS, add signoffs, and use Source Document Processing (for 1040 tax engagements only).

About the portlet

The columns in the Engagement Binders Tree portlet display the following information.
  • Binder or folder name
  • Workpaper reference
  • Workpaper name
  • Assignment and status
  • Note icon (when present)
  • Signoff name (for each type that is set up for the current engagement)
Use the toolbar on the portlet to open the
Engagement Binders
 window, add a folder, workpaper, note, scan a workpaper or image, delete a workpaper, print, or roll forward the engagement binder.
note
  • You can customize the toolbar by selecting the Toolbar options arrow to remove unused icons or create a customized toolbar.
  • You can right-click in the toolbar and clear the
    Engagement Binder Tree Toolbar
     checkbox to remove it from the portlet. To add the toolbar back, you must close/remove the Engagement Binders Tree portlet from the view, and then re-add it from the
    Select Portlets
     window.

Work in the tree

  1. Select the plus sign next to the engagement binder briefcase, folders, or subfolders to expand them in the tree.
  2. Double-click a workpaper in the Engagement Binders Tree to open it in the relevant application (Microsoft Word, Microsoft Excel, Adobe Reader, and so forth).
  3. Right-click an engagement binder briefcase, folder, or document to open a context menu that consists of commands for the selected item type.
note
  • You can right-click the engagement binder and select
    Expand
     to open all the folders and subfolders in the tree.
  • You can select the
    Refresh
     button in the toolbar to refresh all the items in the Engagement Binders Tree portlet.

Work with documents

Use one of the following methods to add a workpaper to the engagement binder.
  • Select the
    Add Workpaper
     button on the toolbar of the Engagement Binders Tree portlet.
  • Select the
    Scan Workpaper
     button on the toolbar of the Engagement Binders Tree portlet.
  • Right-click the engagement binder briefcase or folder, then select
    Add Workpaper
    .
  • Drag-and-drop a workpaper from a local folder on your workstation into the Engagement Binders Tree portlet.
    note
    You can't drag-and-drop from your local workstation to the engagement binder if you are using the application in the Virtual Office CS or Service as a Software (SaaS) environments.
Use one of the following methods to view a workpaper in the Workpapers Dashboard.
  • Double-click a workpaper to open it in the appropriate application, such as Microsoft Excel or Microsoft Word.
  • Right-click a workpaper and select
    Open
     to view the workpaper in its native application.
  • Select a workpaper in the Engagement Binders Tree portlet to view it in the Workpapers Preview portlet (when open in the dashboard).
Use one of the following methods to delete a workpaper from the Engagement Binders Tree.
  • Select a workpaper in the tree, then select the
    Delete
     button in the toolbar, or press the
    Delete
     key on your keyboard.
  • Right-click a workpaper and select
    Delete
    .
    note
    • All workpapers contained within folders and binders that are deleted in the Engagement Binders Tree portlet are also deleted.
    • Workpapers that are sent to the recycle bin after deletion are not permanently deleted until you right-click the
      Recycle bin
       and select
      Empty Recycle Bin
      , or when you select to
      Finalize
       the engagement binder.

Additional functions

Additional functions that can be performed in the Engagement Binders Tree portlet include the following:
  • Change the properties of a workpaper, including assigning workpapers to engagement staff members.
  • Change the properties of a folder.
  • Change the status of a workpaper.
  • Add, edit, delete, and prioritize notes that are attached to workpapers.
  • Add signoffs to workpapers.
  • Process workpapers via Source Document Processing (for 1040 tax engagements only).
  • Replace workpapers.
  • Disconnect workpapers.
  • Finalize, roll forward, and print the engagement binder.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers