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:
  1. Click on the tab in the binder where the workpaper will be inserted. 
  2. 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.
  3. Browse to the location of the file. Select the file. Click OK
  4. Enter the index number, and change the workpaper name if needed on the Selected Workpapers Properties window.
  5. Click OK.  
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