Adding new review point types

To add a custom review point type in an engagement file, simply:

1. Ensure you are in the Working Paper Index of the client;

2. Click on the Working Paper Index menu and select New Workpaper;
   
   

3. On the New Workpaper menu:

   1. Enter a Workpaper Reference;

   2. Enter a Workpaper name;

   3. Select the Type as Review Points;

   4. Select the Section you want the workpaper to be inserted
      
      

1. Click on the Create button;

2. Open the Section in which you inserted the new review point type and drag and drop the file to the desired place within the Working Paper Index;

3. Your review point type is now ready for us.

TIP: Keep all of the review points type documents together in the Review Points section for easy navigation

TIP: You can create as many review point types as you want in an engagement file - consider adding review point type for individual staff for increased flexibility