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Use the Preview portlet
Add the preview portlet to your Workpapers Dashboard view to see a preview of your Microsoft Excel, Microsoft Word, or Adobe PDF workpaper as you select an item in the Workpapers List portlet or the Engagement Binders Tree portlet. The preview is updated each time the workpaper is selected.
- Choose theSelect Portletslink on the Workpapers Dashboard to open theSelect Portletswindow.
- Mark theWorkpaper Previewcheckbox to open the Workpaper Preview portlet in the Workpapers Dashboard.
- Select a Microsoft Word, Microsoft Excel, or Adobe PDF document in the Engagement Binders Tree portlet to view it in the Workpaper Preview portlet.
note
- If you preview a Microsoft Excel 2010 workpaper that contains many extra blank pages, the application may generate an error, as well as lead to further issues when you attempt to send the engagement binder that contains the Excel file to PDF, FileCabinet CS, or GoFileRoom. Refer to this .
- When you first open a Microsoft Word or Microsoft Excel session in the Preview portlet, several seconds may elapse while the application creates the preview for the selected workpaper. Following the creation of the initial view, subsequent previews will display faster.
- The Workpaper Preview portlet is read-only and can't be edited.
This article applies to:
- PRODUCT: Workpapers CS
- Subject: Engagements,Workpapers