Files in Cimplico Workpapers are designed for evidencing and storing documents exactly where they relate to the work (worksheets, other schedules, workpapers, entities, and groups). They are similar to Google Drive-style storage, not a full document management system.
Where you can access Files
Because the file system is global, you can open it from multiple places and it will default to the relevant folder:
Within a workpaper
Worksheet (Files tab)
Other schedule (Files tab)
Files page
Outside a workpaper
Group overview (Files tab)
Entity overview (Files tab)
File types
Now that we understand files in Workpapers, let's understand the different file types within Workpapers.
File
Files are exactly what you think they are - files! Things such as PDF, PNG, JPG, Word, Excel, CSV, etc. files that you may have on your computer or stored in another system that can be added to Workpapers.
Link
Next, we have links. These are URLs to external websites that can be added, and when clicked, open the URL in a new tab. This is particularly useful for editable files hosted in a system that we do not currently have an integration with, like SharePoint or OneDrive, where you may wish to link directly to the editable file.
Important
Be careful with using links, as they may break!
💡 Note
If you plan to use links often, it may be a good idea to add a procedure to the workpaper to ensure all links are replaced with the original document or a screenshot before certification.
Reference
Create an internal reference to an existing file already stored in Workpapers. This avoids duplication and version confusion — update the original once, and every reference updates automatically.potential duplication of files, that may lead to versioning issues down the line.
Checked-out files
Workpapers doesn’t include built-in file versioning, so when a file (or reference) is downloaded, it’s marked checked-out to indicate it may no longer be the latest version in the system
File information
Along with the information seen in the file datagrid, each file also has additional metadata properties that can be viewed by clicking the information button on the right-hand side of the file record.
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