Finalise the setup

Once the workpapers have been setup with your firm’s preferences, it is time to hide the setup sheet and upload the workpapers for use by the team.

1. On the CCH Workpapers ribbon, click Setup
   1. If not already provided in the current session, the Reviewer password will be required..
2. Save and close the Excel file.
3. Upload the customised electronic workpaper file ready for your team to use. See Save the master workbook.

The workpapers are now ready for your team to use. You can proceed to setup the workpapers for individual clients. See Enter information on the Workbench.