When the File Room window is active, the Find command searches for client folders and binders. When a binder window is active, the Find command searches for workpapers and tabs. To change the sort order of binders or client folders in the File Room window, click on the heading of the column by which you want to sort. You can use any of your existing Microsoft Excel or Word files or templates as a template for a workpaper. You can only make changes to the master copy of a workpaper.
Carbon copies are for viewing only.
To see if you have a master or carbon copy of a workpaper, see the Status column of the binder window. If you have a master workpaper, you can send it as a master or a carbon. If you send it as a master, the copy on your system becomes a carbon. When you close a binder window, all open workpapers from that binder are saved and closed automatically. You can save any workpaper or trial balance to use as a template, right click on the workpaper and select Save As Template from the menu that appears.