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Can I use my own spreadsheets with Cimplico Workpapers?
Can I use my own spreadsheets with Cimplico Workpapers?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over 2 months ago

Yes, you can use your own spreadsheets with Cimplico Workpapers. There are two main options:

  1. Attach a File:

    • To upload a static version of your spreadsheet, go to the Files tab of your worksheet and select New File.

    • If you need to make changes to the file, download the file, edit it, and replace the existing version in Cimplico Workpapers.

  2. Attach a Link:

    • For cloud-based spreadsheets (e.g., from OneDrive, Google Drive, or FYI), select the arrow next to New File in the Files tab, then choose New Link from the drop-down. This allows you to link to a live spreadsheet.

πŸ’‘ Recommendation: Consider using our pre-made Calculation Worksheets. They are designed for greater efficiency, data integrity and offer advanced functionality and integrations.

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