ONESOURCE

Workpapers Help

Manage Workpaper Notes

You can add notes to provide supplementary information about workpapers.

The following sections explain how to:

View Notes

Select the information icon in the Workpapers grid to see a list of notes and attachments.

Screen capture showing how notes display below workpaper records.

If you have more than a combined total of six notes and attachments, select VIEW ALL to open a new window containing a complete list.

Screen capture showing button VIEW ALL to see more than 6 notes.

Add Notes

To add a note:

  1. Select the Note icon in the Actions column.

    Screen capture showing the icon to click for adding a note.

  2. Enter values in Note Title and Note.

  3. Select Save.

Edit Notes

Workpapers lists up to a combined total of six notes and attachments in its primary list under the information icon. If you have more than six, a pop-up is available with a secondary list containing a complete set of notes and attachments.

Notes in the Primary List

To edit notes in the primary list:

  1. Expand the list of notes and attachments by selecting the information icon.

    Screen capture showing how to expand the list of notes in the grid.

  2. Select the note title.

    Screen capture showing where to select to edit a note displayed in the grid.

  3. Make changes in Note Title or Note, and then select Save.

    Screen capture showing the editable fields in notes.

Notes in the Secondary List

Use the secondary list if you do not see your note in the primary list:

  1. Select VIEW ALL.

    Screen capture showing the button VIEW ALL.

  2. Select the note title.

    If you do not see your note, scroll through the pages.

    Screen capture showing how to select the note title in the pop-up.

  3. Make changes to the title or the note body, and then select SAVE.

    Screen capture showing how to edit note fields in pop-up.

  4. Select CLOSE.

Delete Notes

To delete a note:

  1. Expand the list of notes and attachments by selecting the information icon.

    Screen capture showing how to expand the list of notes in the grid.

  2. Select the icon.

    Screen capture showing how to delete a note.

If you do not see the note in the grid that you want to delete:

  1. Select VIEW ALL to see a complete list of notes

    Screen capture showing how to display all notes using VIEW ALL.

  2. Select the icon for the notes you want to delete.

    Screen capture showing how to remove notes from a workpaper.