When workpapers have been shared within a group, both the original and shared copies are clearly labelled so you can easily identify their status and relationship.

Labels on the Working Paper Index

Shared workpapers are identified by colour-coded labels that appear on the Working Paper Index:

Shared to group – displayed on the original workpaper in the parent file. This indicates that the workpaper has been shared to one or more files in the group.

Shared from parent – displayed on the shared copy in the receiving (subsidiary) file. This indicates that the workpaper is a live, read-only copy of a workpaper from another file.

These labels also appear next to the workpaper title when you open the workpaper itself.

Note: If a workpaper also has a Client Checklist label, both labels will display side by side.

Examples:

In the Working Paper Index:

Inside the Document: 

Viewing Sharing Details

Shared to group: Click the label to open a dialog showing which files the workpaper has been shared to. Each file is displayed with its name and year end, and is a clickable link that will take you directly to that file.

Shared from parent: Hover over the label to see a dialog displaying the parent file name and year end. This is also a clickable link to navigate to the original workpaper in the parent file.

Read-Only Behaviour

Shared workpapers in the receiving file are displayed in a read-only state, the same as if you were viewing the workpaper as a Read Only user. This means:

• You can view the full content of the workpaper, but you cannot edit it.
• Sign-off information is visible, but you cannot change sign-offs on the shared copy.
• The shared workpaper is a live view of the original. Any changes made to the original workpaper in the parent file will be reflected in the shared copy when you next open or refresh the page.

Tip: If you need to make file-specific changes to a shared workpaper, you can unlink it to create an independent, editable copy. See the Unlinking a Shared Workpaper article for details.

Related Articles

Setting Up a Group | Sharing Workpapers to a Group | Unlinking a Shared Workpaper