Select your Client, and click "Workpapers"
Press "Add Set"
Fill the details -
Select "From "Library"
"From Library" means document from your Client "Files"
Import documents from files to workpapers
Modified on: Wed, 1 May, 2024 at 8:15 AM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.