Folders

The Working Paper Index contains a series of folders which the respective areas of your engagement are stored, similar to a paper based file (e.g. planning, completion sections). Each folder is named and numbered for easy navigation and the programs, checklists and other documents contained in the folders can be accessed by simply clicking anywhere on the folder to expand it.

TIP: Folders in MyWorkpapers are similar to dividers in a paper based system, but are more efficient

Closed Folder

Opened Folder

Columns in a Folder

A brief description of what each of these columns are and their purpose is detailed in the following diagram:

Re-ordering Folders

If you wish to change the order of the folders, simply:

1. Identify the folder in the Working Paper Index which you want to move;

2. On the green folder icon, left click and hold until your mouse pointer changes into multi-headed arrow;

3. Drag and drop the folder to the desired location;
   
   

4. Your changes will be shown.
   

Creating Dividers

If you would like to create dividers within your folders;

1. Select the "New Workpaper" option from the Working Paper Index dropdown;

2. Reference your divider and enter the Divider name;

3. Select the Divider_Level1 Type and Select which folder you would like your divider to sit in.

4. Once you have finished press the "Create" button.

5. You have then successfully created a divider within your folder. You will now be able to separate out sections of your folders;