Access and update the workpapers in iFirm Intranet
Access the workpapers in iFirm Intranet
- Log in to iFirm.
- Click Intranet on the left menu.
- Click Content Hub on the right menu.
- Click Workpapers and Calculators.
- Select the workpaper to use > click Open.
- Save a copy of the workpaper.
iFirm Client Accounting users: To access workpapers via iFirm General Ledger and import iFirm data into the workpapers, you need to contact iFirm support and request the 'workpapers activation', then install the CCH Workpapers tray app on your computer. Read this iFirm help article for detailed instructions on how to integrate workpapers with iFirm General Ledger.
Apply a content update
When we publish the new workbook, it will automatically update in iFirm Intranet, unless you have taken control of that document.
- Click Settings > Intranet.
- Click Content Updates to view the list of updates for content that you have taken control of.
- Find the Electronic Workpapers file in the list and click Open Existing.
- Save a copy on your network/computer for future reference.
- Click Apply Update button to replace your edited version of the workbook with the updated version.
The updated version will appear in the Content Hub > Workpapers & Calculators.
