Workpaper Items

Disclaimer and Important Information

The Workpaper Items are the only information which is submitted to the workpapers website from within the workpapers. 

Please see further information in our Privacy Policy.



Types Workpaper Items & Statuses

The Workpaper Items function is a way of tracking individual worksheet specific items in the following categories. 

  • Client Query
  • Matter for Manager
  • Matter for Partner
  • Review Point
  • Item Forward


Each Item can have a status assigned:

  • Created
  • Ready to Send
  • Sent
  • In Progress
  • Resolved


Adding an Item

A workpaper Item can be added in Multiple ways:


  • Workpapers tab -"Manage All" and selecting "Add" (click here for more information about the Workpapers Tab)
  • Workpapers tab - Add Workpaper Item.
  • Right click in a cell and select "Create Workpaper Item". Adding an item in this way creates an "Item Link" which you can click on to bring up the query.  


The following window will appear. Completed the items as shown in the example below and select 'OK'. 

Note: The chat feature is used to add commentary to an item and will not be sent to a client if using the query function.  


Managing Items

This tab shows all of the Items, it is accessed by clicking the "Manage All" button on the workpapers tab.  

Items can be filtered by their type, status and the person whom they are for the attention of. To select a query for further action, tick the box next to the query. 

The following actions are available: 

    Add 

Add a new workpaper item

Edit

opens the highlighted item and enables the user to edit the item

Delete

Deletes the highlighted item or checked items when more than one is selected

Go To 

Goes to the selected workpaper item.

Set Status

Set the status of the ticked workpaper. 

Draft an Email

This option will open outlook and copy the selected Items into the email, the email address is populated from the index page of the workpaper. 

        Note: Only the Title and description will copy not the status, type or chat sections

Copy to Clipboard

This option will copy the selected workpaper items to the clipboard for pasting 

        Note: Only the Title and description will copy not the status, type or chat sections



Dashboard

Items can also be managed from the Dashboard as shown below. For more information see the knowledge article on the Dashboard feature. 


List of Workpaper Items on Dashboard

Workpaper Items Details

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