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Ribbon

The primary method to navigate the Working Papers interface is by utilizing the ribbon. You'll find the ribbon located across the top of Working Papers, categorized by tabs. Each tab lists the relevant features and functions you to can use throughout your engagement.

The Working Papers ribbon options: file, home, view, engagement, document, account, SmartSync or Cloud and Tools

File tab
Home tab
View tab
Engagement tab
Document tab
Account tab
SmartSync tab
Cloud tab (Requires Cloud integration)
Tools tab

File tab

You can manage your Working Papers files from the File tab.

Option	Description
New	Create a new file.
Open	Open an existing file.
Sign In/Out	Select a file to sign in or out (File cannot be open).
Close	Close an open file (File must be open).
Copy Components	Create a new file or modify an existing file using the components of a template or another file.
Tracker	Launch Tracker.
Rename File	Change the name of an existing file (File cannot be open).
Save Compressed	Save the current file in a compressed format.
Templates	Open a list of available file templates (File cannot be open).
Back Up	Create a compressed back up copy of the current Working Papers file (File must be open).
Protection Setup	Open the Users and Groups dialog to modify protection settings for your files (File cannot be open).
Licensing	Open the About Licensing dialog to register your copy of Working Papers.
Revoke License	Open the License Revocation Wizard to revoke the current software license. After revoking a license, you can use it to register a different copy of Working Papers.
Help	View Working Papers help topics, the CaseWare website, access technical support, or generate a system information report.
Options	Open the Working Papers Options dialog.
Exit	Close Working Papers.

Home tab

You can modify content from the Home tab. The options in this tab change depending on your current active window.

Option	Description
Paste	Paste the clipboard content to the insertion point. You can also paste by pressing Ctrl+V on your keyboard.
Cut	Cut the selected text, line, or data to the Clipboard. You can also cut by pressing Ctrl+X on your keyboard.
Copy	Copy the selected text, line, or data to the Clipboard. You can also copy by pressing Ctrl+C on your keyboard.
Delete	Delete the selected text, line, or data.
Properties	Open the Properties dialog for the selected document.
Insert Line	Add a line to your current window at the insertion point.
Delete Line	Delete the selected line(s). You can also delete a line by pressing Ctrl+D on your keyboard.
Find	Open the Find dialog.
Replace	Open the Replace dialog.
Select	Select a whole line in the window. You can also select a line by pressing Ctrl+L on your keyboard.
Tags	Open the Tags dialog.
Document Issue	Open the New Issue dialog to create a new issue for the current document.
Line Issue	Open the New Issue dialog to create an issue for the current line.
Shuffle Up	Move the selected line(s) up one position. You can also move the line by pressing Ctrl+↑ on your keyboard.
Shuffle Down	Move the selected line(s) down one position. You can also move the line by pressing Ctrl+↓ on your keyboard.
From Library	Open the Document Library to add a document at the insertion point in the Document Manager.
Folder	Open the New Folder dialog to create a new folder at the insertion point in the Document Manager.
Automatic Document	Open the New Automatic Document dialog to create a new automatic document at the insertion point in the Document Manager.
CaseView	Open the New CaseView Document dialog to create a new CaseView document at the insertion point in the Document Manager.
Manual	Open the New Manual Document Reference dialog to create a new manual document reference at the insertion point in the Document Manager.
Link	Open the New Document Link dialog to create a new document link at the insertion point in the Document Manager.
Placeholder	Open the New Placeholder dialog to create a new placeholder document at the insertion point in the Document Manager.
Word	Open the New Document Link dialog to create a new Word document link at the insertion point in the Document Manager.
Excel	Open the New Document Link dialog to create a new Excel document link at the insertion point in the Document Manager.
PPC	Open the Add PPC Content dialog to add PPC content at the insertion point in the Document Manager.
Commentary	Add a comment to the current line in an automatic document.
Global	Enable or disable global annotations. When enabled, all new annotations will be global annotations.
Line	Open the Line Annotation dialog to create or edit document references, annotation notes, and tickmarks.
Total	Open the Total Annotation dialog to create or edit document references, annotation notes, and tickmarks.
New Note	Open the New Note dialog to create a new note for the selected account.
New Tickmark	Open the New Tickmark dialog to attach a new tickmark to the selected account.
New Reference	Open the New Reference dialog to add a new document reference to the selected account.
New Manual Reference	Open the New Manual Reference dialog to add a new manual reference to the selected account.
New Hyperlink Reference	Open the Hyperlink Reference dialog to add a new hyperlink reference to the selected account.
New Highlight	Enable to highlight an area in a document (Requires the internal image viewer).
New Line Issue	Open the New Issue dialog to create a new issue for the current line.

View tab

You can update the layout of the Working Papers window from the View tab.

Option	Description
Show	Open a list of views to display.
Fold/Unfold	Folds or unfolds the browse window. When the document is folded, columns to the left of the fold line will continue to be displayed if you scroll right.
Set Fold Line	Set the fold line to the right of the current column. The fold line is displayed as a line of dashes.
Reorder Columns	Open the Reorder Table Columns dialog, allowing the customization of the automatic document or table.
Rename Columns	Open the Rename Columns dialog, allowing you to set different display names for columns of the automatic document or table.
Restore Columns	Restore columns to their default state.
Freeze	Open a sub-menu with the following options: None: Do not freeze a header. Column Header: Freeze the column header row in automatic documents. Full Header: Freeze the full document header in automatic documents.
Auto-Compare	Enable or disable the Auto-Compare feature.
Notes/All Notes	Open the Note Viewer dialog, displaying all notes for the current document. Note: To enable the All Notes button, open a document that allows notes and close or minimize the Note Viewer dialog.
Graphs	Open the Graphs view to see a graphical overview of the data in the current document.
Filter by	Open a sub-menu to display the available default filters. You can update or add new filters from this menu.
Zoom control	Enlarge or reduce the size of a document as it appears on the screen.
Year-to-date Balances	Toggle between period and year-to-date balances.
Docking View	Dock the current document.
Close	Close the document you are currently viewing.
Close All	Close all open documents.
Save Layout	Save the current window and document layout.
Cascade	Resize and layer the open windows so that the title bar is visible.
Tile Horizontally	Resize and arrange all the open windows from top to bottom in the Working Papers window.
Tile Vertically	Resize and arrange all the open windows side by side in the Working Papers window.
Page control	Navigate through files viewed in the internal image viewer. Enter a page number to view a specific page, or click an arrow icon to view the next or prior page.
Rotate	Click a rotation icon to rotate the page in the direction specified.

Engagement tab

You can import, export, consolidate, and manage the engagement file from the Engagement tab.

Option	Description
Engagement Properties	Open the Engagement Properties dialog.
Consolidate	Open the Consolidation dialog.
History	Open the Engagement History dialog.
Mapping	Open the Mapping Database.
Groupings	Open the Groupings Database.
Structures	Open the Setup Structures interface.
Tickmarks	Open the Tickmarks interface.
Import	Open a sub-menu to import data from an external application.
Export	Open a sub-menu to export data to an external application.
Year End Close	Open the Year End Close and Roll Forward dialog.
Clean Up	Open the Engagement Cleanup Wizard.
Lock Down	Open the Engagement Lockdown Wizard.
Sign Out	Open the Sign Out Wizard.
Sign In	Open the Sign In Wizard.
Check Out	Open the Check Out Document Wizard.
Check In	Open the Check In Document Wizard.
Save As	Open a sub-menu with the following options: Save as Web Page: Create an HTML file of the client file. Save as PDF File: Open the Save as PDF dialog to create a PDF document of the client file. Save as Excel File: Create an Excel file of the client file.
Send To	Open a sub-menu with the following options: Send to Mail Recipient (As Attachment): Send the compressed client file as an email attachment using the Windows MAPI function (Requires Microsoft Office). Send to Folder: Send the compressed client file to the specified folder outside of CaseWare Working Papers.
Print Batch	Open the Print Batch dialog to print multiple Working Papers and CaseView documents.

Document tab

You can add, delete, and print documents from the Document tab.

Option	Description
Properties	Open the Properties dialog for the selected document.
From Library	Inserts a document from the Document Library.
New	Open a sub-menu with the following options: Folder: Open the New Folder dialog to create a new folder at the insertion point in the Document Manager. Automatic Document: Open the New Automatic Document dialog to create a new automatic document at the insertion point in the Document Manager. CaseView: Open the New CaseView Document dialog to create a new CaseView document at the insertion point on the Document Manager. Manual: Open the New Manual Document Reference dialog to create a new manual document reference at the insertion point in the Document Manager. Link: Open the New Document Link dialog to create a new document link at the insertion point in the Document Manager. Word: Open the New Document Link dialog to create a new Word document link at the insertion point in the Document Manager. Excel: Open the New Document Link dialog to create a new Excel document link at the insertion point in the Document Manager. PPC: Open the Add PPC Content dialog to add PPC content at the insertion point in the Document Manager. Placeholder: Open the New Placeholder dialog to create a new placeholder document at the insertion point in the Document Manager.
Delete	Delete the selected document.
Tags	Open the Tags dialog.
Check Out/Check In	Check out or check in the documents from the client file for work at remote locations.
Assign Users	Assign a user to the selected document.
Compare	Compare multiple documents in the Document Manager.
Comparison Details	Present a detailed comparison of the selected documents.
Save As	Open a sub-menu with the following options: Save Milestone: Save a milestone of the selected document(s). Save as Web Page: Create an HTML file of the selected document(s). Save as PDF File: Open the Save as PDF dialog. Save as Excel File: Create an Excel file of the selected document(s).
Send To	Open a sub-menu with the following options: Mail Recipient (As Attachment): Send the selected documents to an email recipient(s) as an attachment through Microsoft Outlook. Mail Recipient (As PDF Attachment): Send the selected PDFs to an email recipient(s) as an attachment through Microsoft Outlook. Folder: Send the selected documents to the specified folder outside of CaseWare Working Papers.
Page Setup	Open the Page Setup dialog for all automatic documents on the Document Manager.
Print Preview	View the document as it will appear when printed.
Print	Prints the currently selected document.

Account tab

You can renumber accounts, assign mappings and groups, and open balances from the Account tab.

Option	Description
Trial Balance	Open the Trial Balance.
Adjusting Entries	Open the Adjusting Entries worksheet.
Other Entries	Open the Other Entries worksheet.
Mapping/Grouping Balances	Open the Mapping/Grouping Balances worksheet.
Properties	Open the Account Properties dialog.
New	Open the New Account dialog.
Delete	Delete the selected line(s). Pressing CTRL+D on your keyboard also deletes a line.
Assign Mappings	Open the Assign Mapping Numbers dialog.
Assign Groupings	Open the Assign Groupings sub-menu. Click on a group to open the Assign Grouping Numbers dialog for the selected group.
Assign Entities	Open the Assign Entities dialog, allowing you to assign Unassigned Accounts to an entity.
Renumber Accounts	Renumber the selected account on the Renumber Accounts dialog.

SmartSync tab

You can manage the sync status of client files, resolve sync conflicts, delete sync information, and repair sync files from the SmartSync tab. The options in this tab change depending on the SmartSync status of your current file.

Option	Description
Create Sync Copy	Creates a synchronized copy of your current file.
Work Offline	Temporarily disconnect the local copy from the parent copy.
Go Online	Reconnect an offline local copy to the parent copy.
Publish	Publish an unpublished file to a SmartSync Server.
Replace Server Copy	Replace the SmartSync Server copy of a file with the current copy.
Properties	Open the Synchronization Properties dialog.
Show Versions	Open the Synchronization Versions dialog.
Show Conflicts	Open the Synchronization Conflicts dialog.
Clear Information	Remove all synchronization information from the parent file. Can only be used by opening the parent file.
Delete Copy	Delete the local sync copy.
SmartSync Repair	Open the SmartSync Repair dialog to repair sync errors, including missing or corrupted sync events.

Cloud tab

You can manage the sync status of files located on the Cloud, resolve sync conflicts, repair sync files, view engagement and entity properties, and share cloud security permissions from the Cloud tab. The options in this tab change depending on the SmartSync status of your current file.

Option	Description
Work Offline	Temporarily disconnect the local copy from the parent copy.
Go Online	Reconnect an offline local copy to the parent copy.
Publish	Publish an unpublished file to Cloud.
Replace Server Copy	Replace the Cloud copy of a file with the current copy.
Properties	Open the Synchronization Properties dialog.
Show Versions	Open the Synchronization Versions dialog.
Show Conflicts	Open the Synchronization Conflicts dialog.
Clear Information	Remove all synchronization information from the parent file. Can only be used by opening the parent file.
Delete Copy	Delete the local sync copy.
SmartSync Repair	Open the SmartSync Repair dialog to repair sync errors, including missing or corrupted sync events.
Engagement	Opens the Engagements app in CaseWare Cloud on the embedded browser. The app displays information about the entity, general details about the engagement, assigned people, discussions, tasks, history, and a summary of SmartSync copies.
Entity	Opens the Entities app in CaseWare Cloud on the embedded browser. The app displays general information, discussions, and files on the entity.
Files	Opens the Files app in CaseWare Cloud on the embedded browser. The app is a secure document repository for managing and accessing your files.
Share	Opens the Share app in CaseWare Cloud on the embedded browser. Use this app to share the current Cloud-integrated file with different Cloud user groups.
Open (Queries)	Opens the Queries app in Working Papers. If the current Working Papers file has not been linked to a Queries file, you can click this option to create a new file, or integrate with an existing one.
Status (Queries)	Displays the current status of queries in the linked Queries file.
Receive (Queries)	Receive updated documents from the Queries file and add them to the Document Manager. The updated documents will be placed in a new folder unless assigned to a specific location using an Author ID. For more information on assigning Author IDs, see Add Author IDs.
Unlink (Queries)	Removes the link between the Working Papers file and the linked Queries file. You must be working online to unlink a Queries file. After you unlink the Queries file, you can create a new one, or link to an existing Queries file.
Open (AnalyticsAI)	Opens the AnalyticsAI app in Working Papers. If the current Working Papers file has not been linked to an AnalyticsAI file, you can click this option to create a new file, or integrate with an existing one.
Upload (AnalyticsAI)	Upload trial balance data from the current file to the linked AnalyticsAI file. If the uploaded data cannot automatically map all trial balance accounts, you can use a mapping file to complete the process or manually map the remaining accounts in AnalyticsAI.
Unlink (AnalyticsAI)	Removes the link between the Working Papers file and the linked AnalyticsAI file. You must be working online to unlink an AnalyticsAI file. After you unlink the AnalyticsAI file, you can create a new one, or link to an existing AnalyticsAI file.

Tools tab

You can repair, maintain, customize, and set up protection for client files from the Tools tab.

Option	Description
Repair File	Open the Repair File dialog to carry out maintenance that returns Working Papers to optimal performance.
Maintenance	Open the Maintenance Wizard to remove all unused accounts, undo sign outs, and undo check outs.
Diagnostics	Run tests on the client file via the Diagnostics dialog to identify incomplete areas or instances of conflicting information in your engagement files.
Recalculate AJEs	Recalculate all adjusting entries.
Templates	Open the Templates dialog.
Map XBRL Taxonomy	Assign an XBRL (eXtensible Business Reporting Language) taxonomy to the mapping structure.
Helper Applications	Open the Setup Helper Applications dialog to register an external application with Working Papers or to modify the properties of an existing helper application.
Customize	Open the Customize dialog to customize the information displayed on menus, tool bars, dialogs, and the Status bar.
Font Settings	Open the Font Settings dialog to customize document fonts.
Change Identity	Change the identity currently logged in to the file.
Protection	Open the sub-menu with the following options: Protection Setup: Open the Protection Setup dialog to allow you to enter employee information and create or modify user groups with access rights to areas of the client file. Turn Protection On/Off: Activate or deactivate security features of Working Papers. Lock/Unlock Client File: Lock the current client file against changes or reopen a locked client file. Who Am I?: Displays information about your current user identification number, name, position at the firm, and any groups to which you are assigned. Change Password: Changes the password for the current user
Spelling	Open the Spell Checker dialog.
Licensing	Open the sub-menu with the following options: License information: Open the About Licensing dialog to register your copy of Working Papers. Revoke License: Open the License Revocation Wizard to revoke the current software license. After revoking a license, you can use it to register a different copy of Working Papers. Check License: Check for a renewed license if your current license is close to expiration.
Options	Open the Options dialog to modify your Working Papers installation.