Access and update the workpapers in CCH Document Manager
Access the workpapers in CCH Document Manager
- Access CCH Document Manager through Microsoft Outlook.
- Click the CCH tab on the ribbon at the top.
- Click the Search button on the CCH tab.
- Enter the search text "workpapers" and set the File Types filter to Excel Spreadsheets.
- From your search results choose one of these options:
- Electronic Workpapers (integrated with GL)
- Electronic Workpapers Static (not integrated with GL).
If you are unable to access the latest version of the workbook, please contact your firm's CCH Document Manager Administrator. It means your firm has customised the workbook in the past and a new version of the workbook is sitting in the drafts folder.
Apply a workpaper update
- Click Start > CCH Document Manager > Administration.
- Enter your password.
- Click Status > Published on the left folder tree.
- Browse to ‘E’ for Electronic Workpapers or order by date modified to find the latest file.
- Double-click the file to open the document properties (the publisher and author should be your firm).
- Click Open and save a copy of your current workpapers to a network location (this is your archive copy).
- Clear the Protect check box on the document properties.
- Close the document properties.
- Click Status > Draft on the left folder tree.
- Browse to ‘E’ for Electronic Workpapers or order by date modified to find the latest file.
- Double-click the file to open the document properties (the publisher and author should be CCH Business Fitness).
- Change the status from Draft to Published.
- Save and close – the file is moved into the Published folder.
- Click Status > Published on the left folder tree.
- Browse to ‘E’ for Electronic Workpapers or order by date modified to find the latest workpaper file.
