A starter file has many hidden sheets with different purposes as outlined below:
Hidden Worksheet | Purpose |
Required in every starter file | |
HNSW_Properties | Contains information about the workbook as outlined below. |
HNSW_Status | Contains a list of statuses used in the workpaper (i.e. Ready for Review, Completed, etc). |
| Add-in populates the worksheet with status change information on individual worksheet templates. The add-in then uses the information to update the Index and workpaper template with the latest status change information. |
HNSW_ItemsCount | Used in connection with the Workpaper Items functionality. See below for details on requirements template. |
Required only when using the functionality | |
HNSW_Summary | Used in connection with summary Index/templates. For more information see the knowledge guide: Summary Page (Summary of Individual Identical Worksheets) |
HNSW_Properties
WARNING: For advanced users only! Do not change on existing starters
Note: The properties tab needs to be reset to the defaults before uploading a starter to the website. This is done via selecting 'Reset as Starter' from the workpapers ribbon.
Column A contents | Column B contents | Named range |
Workpaper Id | Blank on all starters filled in when workpaper is downloaded and Add-in used for first time. | Cell B1 |
Product Number | Matches to the ExcelID on Smart Workpapers website (admin>products>excelid) | Cell B2 |
Local Template Location | Blank unless stored in a local location (e.g. Deloitte's custom workpapers or HNB Files). | Cell B3 |
Starter Version | Contains the starter version number in the format #.#.#.# (i.e. 2.0.0.0). | Cell B4 |
Document Type | Contains information on the document type (i.e. BF_Document, Connected_Workpaper, etc). | Cell B5 |
HNSW_Status
Contains the following named ranges:
Named range | Location |
StatusBlank | Indicates the initial status when inserting a template into the file. |
StatusDescriptions | Indicates all of the statuses available for selection. This is used as the source of a data validation list on the Index sheet. |
StatusDescriptionsOrder | Indicates the order of the status in the drop down menu on the Index/Worksheet. |
General Workpapers statuses:
Note: It is recommended to copy and paste this table into A1 of the workpaper and then set the above named ranges.
Status descriptions | Order |
Not Started | 0 |
Started | 1 |
Client Query | 2 |
Ready for Review | 3 |
Rework Required | 4 |
Rework Complete | 5 |
Reviewed | 6 |
Partner Approved | 7 |
Complete | 8 |
HNSW_StatusLog
This worksheet tracks all status changes of all the workpapers in the system. The add-in completes the data automatically based on the header rows in Row 1.
Row 1 should contain the following contents:
Location | Contents |
A1 | WorkpaperType |
B1 | UniqueRef |
C1 | Status |
D1 | UpdatedBy |
E1 | UpdatedTime |
F1 | Created |
G1 | Content |
H1 | LogType |
Note: This workpaper should be empty when uploading a starter file.
HNSW_Items Count
This worksheet tracks all Workpaper Items and their status within the workpaper. The add-in completes the data automatically based on the Header Rows in Row 1.
Row 1 should contain the following contents:
Location | Contents |
A1 | SheetId |
B1 | Unresolved |
C1 | Resolved |
D1 | Total |
Note: This workpaper should be empty when uploading a starter file.