Viewing and editing the source document properties From within the source document cover page, the source document properties which have been configured for the document can be viewed and edited. Use the Properties button on the cover page toolbar to access the source document properties.
UI Text Box |
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| Only the document rollover options can be edited. |
UI Expand |
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expanded | true |
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title | To view and edit the source document properties |
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| - Open the source document cover page.
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- The Prepare Trial Balance (Workpapers) table is displayed.
- Click Properties on the toolbar.
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- The Workpaper Properties window opens.
- Edit the source document properties as necessary.
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- Only the document rollover options can be edited.
- Click OK to save the changes or Cancel to close the window without saving.
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Opening Document Manager files Opening external files Using the source document cover page Viewing a list of all workpapers and source documents Linking Document Manager source documents Linking external source documents Deleting workpapers and source documents Opening an existing period |