To add a custom review point type in an engagement file, simply:
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Ensure you are in the Working Paper Index of the client;
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Click on the Working Paper Index menu and select New Workpaper;
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On the New Workpaper menu:
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Enter a Workpaper Reference;
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Enter a Workpaper name;
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Select the Type as Review Points;
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Select the Section you want the workpaper to be inserted
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Click on the Create button;
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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;
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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
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