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Engagement - Cannot Edit Documents in Engagement Binder

Modified on: Mon, Jun 12 2023 12:19 PM

ISSUE:

Staff cannot make changes to documents in a binder even though they are the current editor


RESOLUTION:

Workpapers can only be edited in one file room in our environment, either Citrix or laptop


Example 1:

Staff has checked out a WP in the Local File room on Citrix and they are trying to access on their local laptop


 


Example 2:

Staff has checked out a WP in the laptop Local File room and they are trying to access in their Citrix local file room



The staff will need to check the workpaper(s) back in from the source location so they can open it in the desired fileroom.

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