Renaming a Workpaper

A workpaper must be unlocked before you can rename it. You cannot rename a workpaper 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.

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. Edit the workpaper name as needed. If you are unable to edit the name, verify that the workpaper isn't in use or locked.
5. Click Save.