Working Paper Files list
Working Paper Files Working Papers Updated: 02 Aug 2026 Tags: files list, active, archived, finalised, archive, more menu, search
Working Paper Files list
Overview
The Working Paper Files list shows files created for your business.
The list may include:
- Client
- Filing cabinet
- Working paper file name
- File status
- Finalisation status
- Storage status
- Readiness
- Created date
- Action links
Search and filters
Use search and filters to find files by client, cabinet, finalisation status or storage status.
Open a file
Click Open to open the file in File Explorer.
Edit details
Click Edit to edit file details where allowed. Finalised files may show Details instead of edit.
More menu
The More menu may include:
- Backup
- Restore
- Duplicate
- Download package
- Cloud history
- Archive
Available options depend on permissions and file status.
Archive a file
Use Archive when a file should no longer appear as active but should remain available for records.
Tips
- Use filters when there are many files.
- Check finalisation status before editing.
- Archive completed files when they no longer need active work.
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