The Document Manager
The Working Papers Document Manager is a dynamic list of documents that make up a client file. These documents can be modified and an unlimited number of new documents can be added. The Document toolbar provides one-click access to help you create and modify the documents in your working paper file. These actions may also be performed using the Document menu.
How Do I?
Create and Manage Documents
- Creating Automatic Documents
- Creating CaseView Documents
- Creating Folders
- Creating Manual Documents
- Creating Document Links
- Creating Word or Excel Documents
- Creating PPC Content
- Creating Placeholders
- Replacing Placeholders with Actual Documents
- Inserting an Image as a Document
- Modifying Documents to Use the Internal Image Viewer
- Reviewing Issues on the Document Manager
Using the Document Manager to Organize Your File
- Filtering Documents
- Copying Documents and Folders
- Reordering Columns
- Tagging Documents
- Using Desktop Windows
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Using Filters on the Document Manager
Working Papers allows you to create custom filters for the Document Manager based on a variety of criteria. Using this feature, especially in conjunction with the tagging feature, allows you to create customized views of the Document Manager for the various members of the engagement team.
About External and Internal Image Viewers
When viewing image documents you can specify to view them in their native application (external application) or Working Papers' internal image viewer. Using the internal image viewer has several advantages.
You can create placeholder entries in the Document Manager for Word, Excel, PDF, or other files that do not currently exist in the client file. Placeholder entries allow firms or engagement teams to create their Document Manager structure regardless of whether the documents exist.
This help topic describes how to use the Document Library to provide easy access to the standard documents that your firm uses. This enables you to ensure that your client files are consistent and up to date.
Use this command to view or edit the properties of a folder, a document, or an external program.
Creates a new document or folder below the currently selected item on the Document Manager.