File menu

You can use Edit Mode when you are in an MyWorkpapers program or checklist to:

• Add new procedures or checklist items;

• Modify procedures;

• Delete procedures;

• Add sections; and

• Delete sections.

Reset Form

You can use the Rest Form button when you are in a program or checklist to reset the form to the standard form in the template used to create the file.

You may need to use this button on occasions when you highly customise the form and need to start over.

Warning: All data, including references and comments, will be lost if you click this button.

Activity Feeds

A shortcut button to access the Activity Feeds for the file.

Edit Sign-Off Roles

You can use the Edit Sign-Off Roles button to customise the sign-off roles for each file. 

Edit-sign-off-roles 

Engagement Team Permissions

This area allows you to update the access permissions for members assigned to the engagement team on this particular file.

Print & Export> Print Financial Reports

Select this option to print a copy of the files financials 

Print > Print View

If you need to print any document or screen in MyWorkpapers, you will first need to access the print view to make the document or screen print friendly.

From the print view screen you are able to print the document to your local printer or save the screen as a PDF.

Print > Print View (Content Only)

Select this option to print a 'clean' workpaper without the completion details from along the top of your workpaper

Export > Export entire File as Zip archive

If you wish to save your file as a PDF to share with others who are not part of the engagement team or to store a copy on your local server, you can do this by selecting this option.

Completion and Archive

Marks the file as complete and you are able to set the file to read-only mode, ensuring no changes are made to the file once it has been completed.

Close File

Closes the file and returns you to your landing page, as selected in your profile.