When replacing a file in Cimplico Workpapers, a pop-up will appear confirming the replacement. This pop-up includes an optional checkbox labelled ‘Rename all references of this file record.’
What happens when replacing a file?
Regardless of whether the checkbox is selected, replacing the file will update the original file and all the references associated with it across the workpaper.
Selecting the checkbox ensures the name of the file is also updated for all references.
Example Scenario
If you originally have a file named ‘Stock Report - Draft ’, which is attached to a worksheet and referenced in several others, and you replace it with ‘Stock Report - Final’:
Without selecting the checkbox, the references will still point to the updated file, but they will retain the old name (‘Stock Report - Draft’).
By selecting the checkbox, all references will update to display the new name (‘Stock Report - Final’).
