How to copy or move workpapers in CCH® ProSystem fx® Engagement or Workpaper Manager.

Warnings!

  • Do not try to copy or move multiple workpapers and/or tabs that are located at different levels within the tab structure of the binder.  The following error message will appear:
    • "The copying/cutting of workpapers or tabs on different levels within the tab structure is not allowed."
  • Do not copy Trial Balance Reports or Journal Entry Reports across binders, as they will not work properly.
  • Normal workpapers that contain trial balance links might not work because these workpapers are linked to particular trial balance accounts or items in an account grouping list. These accounts or grouping list items may not exist in the new trial balance. 

Copying Workpapers Within a Binder

To copy workpapers within a binder, do the following:

  1. Select the workpaper or workpapers you want to copy.
  2. Right-click the workpaper or workpapers and select Copy.
  3. Right-click the tab where you want the workpaper or workpapers inserted and select Paste.
    • The Selected Workpaper Properties dialog displays.
  4. Change the workpaper properties as necessary for each workpaper.
    • If you copy a workpaper to a tab in the same binder where the workpaper index and name combination already exists, "Copy of..." will be added to the beginning of the name.
  5. Click OK.

Moving Workpapers Within a Binder

To move workpapers within the same binder, do the following:

  1. Select the workpaper or workpapers to move.
  2. Drag and drop the workpapers to the new tab.

Copying Workpapers Between Binders

To copy a workpaper or workpapers between binders, do the following:

  1. Open both binder windows.
  2. Select the workpaper or workpapers you want to copy.
  3. Drag the workpaper or workpapers to the new binder.
    • The Selected Workpaper Properties dialog displays.
    • You can also move or copy a workpaper or entire workpaper tab by using the Cut, Copy, and Paste toolbar buttons.
    • Copying workpapers between binders will remove any sign off on the workpaper.
  4. Change the workpaper properties as necessary for each workpaper.
  5. Click OK.

Copying Knowledge Coach Workpapers

    If you copy a Knowledge Coach workpaper, or a tab containing Knowledge Coach workpapers, the Paste Workpaper Options dialog displays. Select how the Knowledge Coach information will be copied from the following options:

    • Keep program step sign-off. Select this to retain all program step sign-off information in Knowledge Coach workpapers.
    • Responses. Select one of the following options for dealing with responses in Knowledge Coach workpapers:
      • Use response roll forward settings. The new copy of the Knowledge Coach workpaper will roll forward each response according to the setting for that response.
      • Keep all responses. The new copy of the Knowledge Coach workpaper will retain the current responses.
      • Reset all responses. The new copy of the Knowledge Coach workpaper will reset all field cell values in the new binder.

    Notes

    • Knowledge Coach workpapers can be copied between binders via the Copy function.
      • All other Knowledge Coach workpapers in the binder will also be copied.
      • Only workpapers for one title can be selected at a time.
      • Only Knowledge Coach workpapers can be selected.
    • Knowledge Coach workpapers can be cut and pasted via the Cut function only within the same binder.
    • A single instance limited Knowledge Coach workpaper cannot be pasted into a binder if an instance of the Knowledge Coach workpaper already exists within the target binder.

    Additional Information

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