Workpapers Overview

You can upload an unlimited number of workpapers, as long as you stay within your storage allocation. To find out your storage limits, please reach out to your administrator.

You can access workpapers in the Engagement View page. This view displays automatically when you open a non-consolidated engagement that already has a trial balance uploaded. In a consolidated engagement, the Subsidiary Setup page displays when you open the engagement, and you can click the Engagement View button to open this view. In both non-consolidated and consolidated engagements, you also can access the Engagement View page from any other page in an engagement by clicking on the navigation bar and selecting Engagement View.

Your firm can add folders within the nodes in the Engagement View page to categorize your workpapers. By default, workpapers are added to the Unfiled Workpapers node when you upload them.

Note: At this time, the Engagement View page in consolidated engagements does not contain nodes or folders.