Myworkpapers allows you to import a Workflow from another client engagement file, firm template, or from an industry template.
To import a Workflow:
- Select the Import Workflow button from the Workflow drop down menu or from underneath the New Workflow Step
- On the Import Workflow menu, type the name of the file or template which you want to copy content from and press Enter on your keyboard
- Select the appropriate file from the search results by left clicking on the file
- From the Workflow steps displayed on the right side of the screen, select the step or sections which you want to copy into your file
- Should you wish to clear the existing Workflow, select the Clear existing Workflow import option
- Click Import