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How to Bulk-Reference Files
Marco Fiumara avatar
Written by Marco Fiumara
Updated over 4 months ago

As discussed in Files overview, references are internal links within Workpapers to existing files to reduce file duplication. References are automatically created when referencing files on the worksheet/other schedules entries, as shown in Adding & referencing files on a worksheet; however, references can also be manually created in-bulk.


Steps to Bulk-reference files

  1. Accessing Files

    • Navigate to the files tab in the app or use the embedded file tab on the worksheet screen.

    • Select the desired file from the folder.

  2. Creating References

    • Click on "More Actions" and then on the "New References" button.

    • Name the references and navigate through the breadcrumb tree to select the relevant accounts and schedules.

    • Select the locations for creating references and see the count update as you make selections.

  3. Finalising References

    • Once satisfied with the selections, click on "Create References" to complete the process.

It's as simple as that!

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