Workpaper Editing
This article will walk you through how to rename, reorder, or delete pages in Workpapers.
What’s Changed
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Page numbers are no longer manually edited.
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Thumbnail edits are no longer supported.
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All adjustments must be made through the designated editing area.
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Outline changes must be handled at the project level.
Editing
To edit the bookmark structure:
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Go to the Bookmark Structure page.
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Click the pencil icon.
All edits must be made from the Bookmark Structure page. Thumbnail edits and direct page number edits are no longer supported.
Moving Pages
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Simply move pages to the correct section within the structure.
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The system will automatically update and save the page numbers for you.
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There is no need to manually edit page numbers.
Rotating Documents
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Click on the document name.
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Click the Rotate button to adjust the page orientation.
Rename Documents
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Double-click on the document name you would like to rename.
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Type in the new name.
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Click on the Green Check box
Deleting Documents
Deleting Entire Documents
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Click the red trash can icon next to the document you want to delete.
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Confirm the deletion when prompted.
Deleting Pages
- To delete specific pages, click the document to open up the page view.
- Click the red Delete trash can on the bottom of any page to remove that single page.
- To delete in bulk, click the checkbox on every page (or hold Ctrl and click the page) to select the pages you wish to remove.
- Once all the pages you wish to delete are selected, click Delete Pages. If you need to clear the selection, click Clear.

Approve or Flag Pages
Hover over a page in the outline to display the options. You can mark a page as reviewed, or flag it for additional review. The flag can be removed by another user after the review is finished.

Finish
Once you have completed your edits, click Done to save and exit edit mode.




