ONESOURCE

Workpapers Help

Add Workpaper

To add a new workpaper:

  1. From the Workpapers grid, select Add Workpaper.

    Screen capture showing the button Add Workpaper.

  2. Select BROWSE FOR FILE to locate a workpaper or drag a file to the window.

  3. For Workpaper Name, accept the default name or enter another name.

    Choose a unique name—duplicate names are not allowed in the same folder.

    Screen capture showing an example of a default workpaper name.

  4. Select an existing folder to add the workpaper to or select Create New Folder to add a new folder.

    Screen capture showing the folder options.

  5. If you see Select Attributes, select a value in Dataset.

    Datasets marked with an asterisk are required.

    Screen capture showing how to select a dataset.

  6. Select Save.

  7. Review the upload details in the Upload Job Status pop-up. Successful jobs display a green progress bar, and failed jobs display a red progress bar.

    Screen capture showing the pop-up Upload Job Status.

    If you are a Firm Edition user, and the workbook's account does not match your current login, you see the following message:

    Screen capture showing the Firm Edition failure in the pop-up Upload Job Status.