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Smart Workpapers User Training
Smart Workpapers - Getting Started
Office Add-in & Available Workpapers (4:08)
Downloading Workpapers, Credential Verification & Home Page (5:08)
Index Page Overview and Inserting Workpapers & Other Information (9:29)
Deleting & Navigating Workpaper Items and Other Index Features (6:51)
Workpaper Status, Workpaper Items and Cell Review (6:54)
Generate an Index & Import Opening Balances (5:00)
Website Dashboard & Connecting to Client Files (6:31)
Getting Started with Connected Workpapers (14:46)
Template Functions, Navigation & Summary Workpaper Index (7:18)
Final Tips (1:51)
Website Dashboard & Connecting to Client Files
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