Inserting a New Sheet (Cloud)

What it is: A way to add a blank new sheet to the Annual Financial Statements for custom content such as supplementary schedules or additional disclosures.

What it's for

The standard AFS template covers the required statements and notes, but sometimes a client needs a supplementary schedule, an additional supporting schedule, or a non-standard page. Inserting a new blank sheet lets you create that content within the same AFS document so it prints as part of the set.

How to do it

Inserting a New Sheet

1. Navigate to the Format tab.
2. Select Insert Sheet. The new sheet is created immediately to the left of whichever sheet you are currently on.
   • Tip: if you cannot see the Insert Sheet option, select the right-arrow button on the tab to expand the available options.
3. In the dialog that appears, type a name for the new sheet and select Insert.
4. The blank sheet is created and is ready for you to edit.
5. The Index automatically adds the new sheet and will include it in the page numbering when you next preview.
6. If the sheet is not in the correct position, use the Content Tab to move it left or right (see Show, Hide and Move Sheets on the Content Tab).

Related concepts

• Reporting Frameworks

Source

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-inserting-a-new-sheet

Walkthrough

• Inserting a New Sheet: https://scribehow.com/viewer/Draftworx_Cloud_Inserting_a_New_Sheet__juw5EvAJQ5GpoKrL3t7P9w