Draftworx Desktop — Index

How to use Draftworx Desktop, distilled from the HelpJuice help centre (https://draftworx.helpjuice.com/en_US/desktop). Notes are grouped by theme and link up to the Domain/ concepts they rely on.

Ingest status (2026-06-01): Financial Data, Financial Statements, Advanced, and Clients are ingested (~85 notes). Setup and Admin are not yet ingested — the monthly Firecrawl credit budget ran out. The remaining articles (manifest rows 1–10 = Admin, 115–122 = Setup) resume next billing cycle; see Sources/helpjuice/desktop/_manifest.md and log.md.

Setup

• Activating Your License (Desktop)
• Downloading and Installing Draftworx (Desktop)
• Exporting a Support Request (Desktop)
• Importing a Support File (Desktop)
• Remote Support (Desktop)
• Remote Support Not Responding (Desktop)
• Team Setup (Desktop)
• Transferring a License (Desktop)

Clients

• Archiving Client Files (Desktop)
• Client Setup (Desktop)
• Client Setup Layout — Trust Distributions on SoCI (Desktop)
• Creating a Client Backup (Desktop)
• Creating a Client File (Desktop)
• Creating a Custom Master Template by Copying a Client File (Desktop)
• Deleting a Client File (Desktop)
• Downloading Client Files from Draftworx Cloud (Desktop)
• Importing a Sheet from Another Client File (Desktop)
• Importing Multiple Working Papers (Desktop)
• Navigating to the Client List (Desktop)
• Renaming a Client File (Desktop)
• Restoring a Client Backup (Desktop)
• Shortcut to Deleting a Client File (Desktop)
• Transferring a Client File Between Local, Server, or WebSync (Desktop)

Financial Data

• Account Drill Down on the Annual Financial Statements (Desktop)
• Adding a Prior Year on the Working Trial Balance (Desktop)
• Adding Additional Link Numbers (Desktop)
• Adding Additional Links on the School Framework (Desktop)
• Cashbook (Desktop)
• Changing the Link Description (Desktop)
• Direct Import Drill Down on Working Trial Balance (Desktop)
• Exporting the Working Trial Balance to Excel (Desktop)
• Filtering and Sorting on the Working Trial Balance (Desktop)
• Filtering on the Working Trial Balance for Unlinked Accounts (Desktop)
• Importing the Consolidated Trial Balance from Excel (Desktop)
• Importing Your Trial Balance (Desktop)
• Journal Entries (Desktop)
• Linking a Journal to a Working Paper (Desktop)
• Linking the Working Trial Balance (Desktop)
• Manually Adding an Entry on the Working Trial Balance (Desktop)
• Navigating to the Working Trial Balance Screen (Desktop)
• Resync Prior Year (Desktop)
• Working Trial Balance Delete Options (Desktop)

Financial Statements

• Adding a Logo on the Cover Page (Desktop)
• Adding a Signature on the AFS (Desktop)
• Adding a Watermark to the AFS (Desktop)
• Adding More Than 5 Detailed Income Statements (Desktop)
• Auto-Saved Documents (Desktop)
• Balance Sheet Roll Forward (Desktop)
• Changing the Layout of the Notes (Desktop)
• Changing the Order of the Notes (Desktop)
• Content Selection (Desktop)
• Cover Page Settings (Desktop)
• Creating a Client Copy (Desktop)
• Creating a Custom Note (Desktop)
• Creating a Named Range — Continued Headers (Desktop)
• Creating a New Working Paper (Desktop)
• Custom Note — Named Range (Desktop)
• Digisign (Desktop)
• Directors Report (Desktop)
• Directors Responsibilities and Approval Report (Desktop)
• Documents (Desktop)
• Editing and Locked Cells on the AFS (Desktop)
• Floating a Tab to a Second Screen (Desktop)
• Grouped Clients (Desktop)
• Hiding Blank Columns on the Notes (Desktop)
• Independent Auditor's Report (Desktop)
• Inserting a PDF in the AFS (Desktop)
• Inserting a Sheet on the AFS (Desktop)
• Moving a Sheet in the AFS (Desktop)
• Navigating to the AFS (Desktop)
• Navigating to the Settings Screen (Desktop)
• Office Tools (Desktop)
• Opening and Closing Notes on the AFS (Desktop)
• Performing a Year End Close (Desktop)
• Possible Critical Issues — Disclosure Update (Desktop)
• Privy Signature (Desktop)
• Public Interest Score Calculation (Desktop)
• Replicating Cells (Desktop)
• Saving the Annual Financial Statements (Desktop)
• Senior Manager and Partner Password (Desktop)
• Show and Hide Rows on the AFS (Desktop)
• Statement of Cash Flows (Desktop)
• Statement of Financial Position (Desktop)
• Status Sheet — Retained Earnings (Desktop)
• Switching Your Framework or Working Papers (Desktop)
• Tax Calculation (Desktop)
• Tips for Adjusting Letterheads and Footers (Desktop)
• Understanding Formulas on the AFS (Desktop)
• Using Multiple Income Statements for Different Revenue Streams (Desktop)
• Using the Checklist (Desktop)
• Using the Status Sheet — Reconciling SoCE (Desktop)
• WebSync (Desktop)
• XBRL (Desktop)

Admin

• Booking In a Delegated File (Desktop)
• Bulk Printing (Desktop)
• Combined Client List (Desktop)
• Creating and Using SmartDocs (Desktop)
• Delegating a File from the Master Client File (Desktop)
• Inserting Hyperlinks (Desktop)
• Managing Client File Access — Locking and Unlocking (Desktop)
• Managing Client File Access — Read Only (Desktop)
• Returning a Delegated File to the Manager or Partner (Desktop)
• Returning the Delegation File to the Master Client File (Desktop)

Advanced

• Comparing AFS to Prior or Template AFS (Desktop)
• Consolidations (Desktop)
• Creating a Custom Master Template (Desktop)
• Electronic Review - Adding a Note (Desktop)
• Electronic Review - Not Applicable (N) Function (Desktop)
• Electronic Review (Desktop)
• Foreign Currency Translation (Desktop)
• Preview Options (Desktop)
• Preview Settings - Footers (Desktop)
• Preview Settings - Hiding Tax Year Headings (Desktop)
• Preview Settings - Notes (Desktop)
• Sharing Preview Settings and Letterheads within the Firm (Desktop)
• Template Tools - Applying Additional Practice (Desktop)
• Template Tools - Disclosure Update (Desktop)
• Template Tools - Recreating the Index (Desktop)
• Template Tools - Refreshing Rows from the Template (Desktop)
• Template Tools - Replace Sheet from Template (Desktop)
• Template Tools - Switching SoCI and Detailed Income Statement (Desktop)