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Creating and Using SmartDocs (Desktop) ​

What it is: SmartDocs are named ranges on a working paper that can be linked to cells elsewhere in the file, allowing information entered once to flow automatically to wherever it is referenced.

What it's for ​

When the same piece of information — such as a description, figure, or note — needs to appear in multiple places within a client file, SmartDocs prevent duplication and manual re-entry. You create the SmartDoc once, then link it to any cell that should display that value. You can also choose for the SmartDoc to roll forward into the next financial period.

How to do it ​

Create a SmartDoc ​

  1. Navigate to the relevant working paper or document.
  2. Click on the cell you want to turn into a SmartDoc.
  3. Go to the Design tab in the ribbon.
  4. Click Create SmartDoc Range.
  5. Give the SmartDoc a name. Tick Roll Forward if it should carry over to the next period when you do a year-end roll. Click OK.
  1. Click the cell where you want the SmartDoc value to appear, then go to the Design tab.
  2. Click SmartDoc.
  3. Use the green filter bar to search for your SmartDoc by name and select it.
  4. The SmartDoc is now linked — the cell will display the SmartDoc's value.

Source ​

https://draftworx.helpjuice.com/desktop/draftworx-desktop-creating-and-using-smartdocs

Walkthrough ​

https://scribehow.com/viewer/Draftworx_Desktop_Creating_and_Using_SmartDocs__DX135__CVZ9WmATSQOyetg1lO8I5g