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If you have reconfigured Workpapers to work over your client's common ledger, workpapers and document links may be orphaned to documents that are not account specific. Use the move workpaper feature to move it to the right account

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If Document Manager is...You can...Choose to...

Installed

Link a Document Manager file to an account or a period. The file must have been created in or imported into Document Manager.

  • Link Document Manager documents to periods
  • Link Document Manager documents to accounts
  • Link Document Manager documents that have references
Not installed

Link external files.

  • Link external documents to periods
  • Link external documents to accounts
  • Link to external documents that have references
 

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