Creating an Analytical Review - Preliminary workpaper

To create a Preliminary Analytical Review, simply:

  1. Ensure you are in the Working Paper Index;

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

  3. Fill in the required fields displayed, ensuring that the Type is set to Analytical Review (Preliminary);

  4. Click the Create button.

  5. You will then be taken to the new Analytical Review worksheet which you have created in the designated folder, within the Working Paper Index.

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