Linking documents in a workpaper

You can link to documents when you are in a workpaper, provided the workpaper contains a Document Links table. You can link a Document Manager file (if you have Document Manager) or an external file, if you do not have Document Manager.

When you link a document in a workpaper, a icon will be displayed next to the name of the document. You can reference an existing linked document anywhere within the workpaper by dragging and dropping the appropriate  icon to the required location.

For the  icon, the D s to document and the number is sequentially incremented as more documents are linked to a workpaper. If a document is deleted, the document link and icon are removed. When another document is linked to the workpaper the next available number is used for the icon. A deleted icon number is not reused.

You can view the name of the document associated with a  icon, by placing your cursor on the icon. A text box pops up with a description of the document link, the name of the document and its location. Move your cursor to a different location and the text box disappears.

If a document link is broken (that is, by renaming the document or moving it to a different location), an error message will be displayed. You must re-link the document.