Adding or Editing a Workpaper Index

Workpaper indexes help you organize and reference your workpapers. Click the Index column to sort by that column. As you click, the sort toggles between ascending and descending order.

The combination of a workpaper's index and name must be unique across all workpapers in the Engagement View page.

Notes: 

  • You cannot change a workpaper's index if the file is currently in use. When a file is in use, the icon displays in the Status column on the Engagement View page. The Active User column displays the user name of the person working in the file. The Status column updates automatically as users access and close a file. Active user information is not available for consolidated engagements at this time.

  • A workpaper must be unlocked before you can edit the index.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper on the Engagement View page.

    Tip: You might need to expand the node or folder that holds the item you need.

  3. Click in the Actions column for the workpaper, and then select Properties.
  4. Add or edit the workpaper index as needed. If you are unable to edit the workpaper index, verify that the workpaper isn't currently in use.

    5. Note: Only alphanumeric characters with decimals, dashes, and spaces are allowed in the Index field.

  5. Click Save.