Downloading a Workpaper

Downloaded workpapers are saved to the Downloads folder on your local drive, or to another folder defined in your browser settings.

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. 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 or Knowledge Coach 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.