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Opening a linked document in a workpaper

Once a document has been linked in a workpaper you can open the document to view it. You can either view a document in read-only mode, or you can edit the document by checking out the file.

When editing a PDF document, ensure you have PDF editing software installed on your machine, and that it is set as the default program for editing PDF files.

If a document link is broken (that is, the document has been renamed or moved to a different location), then you will not be able to open the document. You must re-link the document.

How to open a linked document in the Document Links table
  1. Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.
  2. Open a workpaper. See Opening workpapers. The specific workpaper window opens.
  3. Link a document. See Linking a Document Manager file within a workpaper or Linking an external file within a workpaper. Once a document has been linked, a 
    icon will be displayed next to the name of the document.
  4. Once the document has been linked, a
    view button and an
    edit button are available when you select the document in the Link column of the Document Links table.

  5. To view the document in read-only mode, click 

    View. The document is opened in the appropriate application. If you have linked to a specific bookmark in a PDF document, the document is opened at the selected bookmark. To check out the document for editing, click 
    Edit. The document will be checked out and it will be opened in the appropriate application.

    If the document is already in Complete or Approved status, you cannot edit the document.

  6. Close the document. You are returned to the Trial Balance (Workpapers) window
How to open a linked document using the document icon

  1. Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.

  2. Open a workpaper. See Opening workpapers. The specific workpaper window opens.Link a document. See Linking a Document Manager file within a workpaper or Linking an external file within a workpaper.
    Once a document has been linked, a 

    icon will be displayed next to the name of the document.

  3. Right-click on the 

    icon.

    To view the document in read-only mode, click

    View. The document is opened in the appropriate application. If you have linked to a specific bookmark in a PDF document, the document is opened at the selected bookmark.
    To check out the document for editing, click
    Edit. The document will be checked out and it will be opened in the appropriate application.

    If the document is already in Complete or Approved status, you cannot edit the document.

  4. Close the document. You are returned to the Trial Balance (Workpapers) window.
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