How do I add a workpaper to a binder in CCH® ProSystem fx® Engagement or Workpaper Manager?
To add an existing file to a binder in CCH® ProSystem fx® Engagement or Workpaper Manager, you can either drag and drop the file into the binder, or follow these steps:
- Click on the tab in the binder where the workpaper will be inserted.
- Do one of the following:
- Go to File > New > Workpaper from File.
- Click the New Workpaper From File icon on the Toolbar.
- Right-click on a tab and select New Workpaper From File.
- Browse to the location of the file. Select the file. Click OK.
- Enter the index number, and change the workpaper name if needed on the Selected Workpapers Properties window.
- Click OK.