Support MyWorkpapers

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  • Unlinking a Shared Workpaper

    If you need to make changes to a shared workpaper that are specific to your file, you can unlink it from the parent. This creates an independent, editable copy while leaving the original workpaper ...

  • Viewing Shared Workpapers

    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 IndexS...

  • Sharing Workpapers to a Group

    Once your clients are linked in a group structure, you can share workpapers from one audit file to other files within the group. Shared workpapers are synchronised – any changes made to the origina...

  • Delete a Client (Company not user)

    In this guide, we will take you through how to delete a client from your instance.  Go to the Clients section Search for the name of your client using the search bar Click on your client and expa...

  • Export Review Points

    In the system we do not have a way to export Review Points into an excel document. You can however use the Print View option and save Review Points in a PDF format.To do this; Go to your Review Poi...