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Update Workpapers

How to update existing Workpapers when the client adds or completes new files in an existing Project.

Opening Workpapers

1.   Inside a project, click the 🔻next to Review Mode to open the menu.
2.   Select Workpaper Mode.

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Opening Update Workpapers

1.   Once inside Workpapers, click the ≡ menu.
2.   Click Update Workpapers to open the dialogue.

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Updating the Workpaper

1.   If our system detects any duplicate documents, we will show them here with the Duplicate name tag. After completing your update and clicking Update Workpapers, you will be brought to a screen to update the names of the duplicates.update-workpaper_5
2.   You can click the checkbox next to an item to add it to the existing Workpaper. You can open Pending Review and To Do, and add items there as well.
3.   Once you have selected new documents, the total being added will be visible.
4.   Click Update Workpapers to begin the process of adding the new documents. Once completed, the dialog will allow you to return to the Workpaper to resume work.

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