If you have the full version of Workpapers in HandiLedger, you can collate an entity’s Workpapers forms into a single document.
Collating Workpaper Forms
Workpaper forms can be collated into one PDF for filing or other purposes.
Select the Entity and the applicable year.
From the Workpapers menu, click Workpapers.
In the Workpapers:... window click Collate.
In the Collate Workpapers window, complete the applicable details.
Click Collate and follow the prompts.
Note: Only Workpaper forms can be collated To remove any Workpaper forms from the collation, highlight the applicable form and click Remove.
To add supporting documents to the collated document using Document Manager:
The Document Manager collate functionality can be used to add supporting documents to the end of the Workpapers Forms collation.
Note: Only Microsoft Word or PDF documents can be collated, therefore any Microsoft Excel Spreadsheets or other documents will need to be saved as PDF's to be collated.