-- Firm Author --

Creating a Work Programs


New Work Program

  1. On the Document Manager, click on the location (document or folder) where you would like to add the Work Program.

  2. Click the Work Program button on the Template toolbar to create a new Work Program.

  3. Complete the Work Program Document Properties for the new work program and click OK.

  4. Customize the new work program and then save it. It will be assigned a document identifier and a position on the document manager automatically.

Work Program based on Master Document Library

  1. From the Working Papers menu, select Document| New. Select From Document Library and click OK
  2. In the Source box, select the desired source.
  3. Highlight the desired work programs and either click Add or drag and drop them onto the Document Manager.


  • If you cut and paste content from another document, the formatting will be corrected when you Save the document.

  • Authors should ensure that they do not delete the master document NWPG - New work program from the master template, as this document is needed to create additional work programs.
  • Copying a document from the Master Template Document Library does not override the engagement file's loaded Profile.

Alternative Methods

In the Document Manager under the New Master Documents folder, right-click NWPG - New work program then select Copy. Navigate to where you want to insert the new work program, then right-click and select Paste.