Downloading a Workpaper
Downloaded workpapers are saved to the Downloads folder on your local drive, or to another folder defined in your browser settings.
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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.
- Locate the workpaper on the Engagement View page.
Tip: You might need to expand the node or folder that holds the item you need.
- Do either of the following.
Note: If you have installed Workpaper Monitor and click the name of a Microsoft® Excel® or Microsoft® Word file, the workpaper will open instead of being downloaded. Workpaper Monitor cannot be used with consolidated engagements at this time.
- Click the workpaper name.
- Click in the Actions column for the workpaper, and then select Download.
Note: For Pro engagements, if you open a workpaper after the document completion date has passed but before the engagement has been locked then you will be notified that all changes must be documented.