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Workpaper Editing

This article will walk you through how to rename, reorder, or delete pages in Workpapers.

Written by Jamie Hancock
Updated this week

What’s Changed

  • Page numbers are no longer manually edited.

  • Thumbnail edits are no longer supported.

  • All adjustments must be made through the designated editing area.

  • Outline changes must be handled at the project level.


Editing

To edit the bookmark structure:

  1. Go to the Bookmark Structure page.

  2. Click the pencil icon.

All edits must be made from the Bookmark Structure page. Thumbnail edits and direct page number edits are no longer supported.


Moving Pages

  • Simply move pages to the correct section within the structure.

  • The system will automatically update and save the page numbers for you.

  • There is no need to manually edit page numbers.


Rotating Documents

  1. Click on the document name.

  2. Click the Rotate button to adjust the page orientation.

Rename Documents

  • Double-click on the document name you would like to rename.

  • Type in the new name.

  • Click on the Green Check box


Deleting Documents

  • Click the red trash can icon next to the document you want to delete.

  • Confirm the deletion when prompted.


Finish

Once you have completed your edits, click Done to save and exit edit mode.

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