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Creating new sections and workpapers


You can create brand new folders and workpapers in your Working Paper Index by following the steps below::

 

1. By clicking on the Working Paper Index drop-down menu, you can select to either create a new folder or a new work paper. 

 

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Creating A New Workpaper

1. Once on the Working Paper Index drop-down menu, click the new workpaper option and it will open up the fields to create a new Workpaper

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2. Once you've input your reference and titled your Workpaper, you'll need to select the Workpaper type:

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3. Once you've selected the type of Workpaper you want to create, you'll then need to select the folder you wish for it to be created within.

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Creating A New Folder 

1. Once on the Working Paper Index drop-down menu, click the New Folder option and it will open up the fields to create a new folder. 

 

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2. Once you've input your reference and titled your Folder, you'll need to select the Workpaper Type: Folder:

 

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Refer to Customising the Working Paper Index for more information.

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