Accessing File Details

To access you file details directly from the Working Paper Index, please follow the below guide;

1.From the Working Paper Index select the File Dropdown and select File Details. 

2. You will then be taken directly to the file you were working within the MyFiles area of MyWorkpapers;

3. You will then be able to quick view information such as;

- What template you are using

- File number

- Current and Prior Period dates (with the ability to change. Please find the guide here)

- External Firm

- Add and Remove to the Engagement Team 

- Archived Files

- More Information