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Cleanup

The Cleanup feature in Working Papers allows you to simply and efficiently remove documents, issues, history, milestones, and annotations from a client file. A Cleanup is usually performed before a Lockdown and a Year End Close.

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  • Use the Cleanup to ensure that sensitive information within your client file is removed or to help maintain and organize your client file. The Engagement Cleanup removes any unwanted documents, issues, history, milestones, and annotations from your Working Papers client file.

  • The Engagement Cleanup Wizard walks you through the steps of the Cleanup process to remove unwanted items from your client file.

  • The Cleanup process should be completed prior to the year end close.

Reference >>

  • The Welcome to the Engagement Cleanup Wizard screen displays when you select Engagement | Clean Up. On this screen, you have the option to retain history and milestones.

  • The Engagement Cleanup Wizard screen contains a summary of the items that will be deleted from your client file.