Embedded LiveSheets

Embedded LiveSheets give you the ability to add evidence directly into a workpaper. The workpapers in the Trust Account industry templates already contain Embedded LiveSheets (see sample below) but it is simple to add them within any workpaper including workpapers in a Firm Template.
To add an Embedded LiveSheet into a workpaper;

1. Access Edit Mode via the File dropdown menu;
   
2. Add a new LiveSheet BETA section to your workpaper;
   
3. Make edits to your new section include reorder (move) the section, edit and display/hide title and enter section guidance;
   
4. Close Edit Mode;
   

See our Help Centre article on Editing LiveSheets for guidance on editing the content of the LiveSheet.

It is not possible in the Embedded LiveSheets to do the following:

• Undo or redo items;
• Change Sheet names;
• Enter advanced formulas;
• More advance excel features.