In this guide, we will be taking you through how to create a file on MyWorkpapers. This will include the new File Template button, which will now make the process of selecting your template much clearer and efficient. 
 
1. Select the MyFiles dropdown and select “New File” 
 
 

2. Press the Select Template button to open up the options available to you based on your subscription: 
 
 
3. Select the template you require to create your file against. Templates will now be grouped based on the subscription types you have purchased. I.e. Mercia Audit, Mercia Assurance, MWP Payroll etc. 
 

4. Select the Reporting Framework you are using, then enter your Client name.

Note: If the client has not yet been created on MyWorkpapers, you will be prompted to create the client during this step. 
 

5. Next, enter your Period and Period Start date: 
 
 
 
Year-end dates will automatically default; however, by clicking the date, you can change this via the calendar: 
 

6. Once complete, you can proceed and click “Create New File”

7. You will then be taken to the Working Paper Index of your newly created file: