You can use the Rest Form button when you are in a program or checklist to reset the form to the standard form in the template used to create the file.
You may need to use this button on occasions when you highly customise the form and need to start over.
Warning: All data, including references and comments, will be lost if you click this button.
A shortcut button to access the Activity Feeds for the file.
You can use the Edit Sign-Off Roles button to customise the sign-off roles for each file.
This area allows you to update the access permissions for members assigned to the engagement team on this particular file.
If you need to print any document or screen in MyWorkpapers, you will first need to access the print view to make the document or screen print friendly.
From the print view screen you are able to print the document to your local printer or save the screen as a PDF.
If you wish to save your file as a PDF to share with others who are not part of the engagement team or to store a copy on your local server, you can do this by selecting this option.
Marks the file as complete and you are able to set the file to read-only mode, ensuring no changes are made to the file once it has been completed.
Closes the file and returns you to your landing page, as selected in your profile.