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Importing Multiple Working Papers (Desktop)
What it is: A drag-and-drop method to add multiple external working paper files to an open client file simultaneously.
What it's for
When you have several working papers stored separately (for example, management schedules or supporting documents) that need to be attached to a client file, dragging them in bulk is faster than adding them one by one. Working papers dropped onto the Working Papers tab become part of the client file immediately.
How to do it
- Open the client file in Draftworx Desktop.
- Open Windows File Explorer and navigate to where the working papers are stored.
- Select all the working papers to import (use Ctrl+click or Shift+click to multi-select).
- Drag the selected files onto the Working Papers tab of the open client file.
- Once dropped, the papers appear as working papers in the client file.
Working papers for different sections of the Working Papers tab can all be dragged in at the same time — they will be sorted into their respective sections automatically.