Using the source document cover page All source documents have an associated cover page. The cover page enables you to view the progress of reviewing and approving documents. When opening source documents, access the cover page first and then open the file.
UI Expand |
---|
expanded | true |
---|
title | To use the source document cover page |
---|
| - Open the workpapers period.
|
- The Prepare Trial Balance (Workpapers) table is displayed.
- Find the source document in the table.
- Double-click the source document to open it.
|
- The document cover page opens.
|
- If the document is a Document Manager file, the Location field reads “Document Manager”.
|
- If the document is an external file, the Location field displays the path of the document.
- Click Open to open the document.
- To enter additional information about the document:
- Click the text field in the Notes table.
- Type text into the field.
- Click Save to save the changes to the document cover page.
| or - OR
Click Close to close the document cover page. If you have not saved the changes you will be prompted to save the changes before closing the document cover page.
| Related topicsOpening 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 Viewing and editing the source document properties |