Your guide to multiple cross references

Link one note to every page, step, sub-page or attachment it relies on.

1. Add a cross reference with the toolbar

Cross references now go right in the text of your note, so one note can have as many as it needs.

1. Click Annotate on the step.

1. Click into the comment and type your note. Use Bulleted list if you want each point on its own line.
2. Where you want the cross reference, click the # button in the toolbar. It lists every page in the job.

2. Pick the workpaper

Search for the workpaper you want.

1. Pick it from the list. The cross reference goes in straight away.

3. Choose a step, if you want one

Once you pick a workpaper, you get a list of all its steps. Choosing one is optional.

1. Pick a step, and the cross reference takes the reader straight to that step.

No step needed.
Choose Whole page, or just carry on typing, and the cross reference points to the workpaper itself.

4. Type # in your text

This is the quickest way. Type # at the start of a word, right in your note, and the page list opens where you're typing. Keep typing to narrow the list.

1. Pick the page from the list, then pick a step or Whole page.

5. Add a cross reference link

There's also a link under the comment box that opens the same search.

1. Click Add a cross reference under the comment box.

6. Link to an attachment

Attachments are in the same list, under the page they belong to.

1. Pick an attachment, and the cross reference opens the file itself.

7. Link to a sub-page

Sub-pages are listed under their parent page.

1. Pick a sub-page, then a step or Whole page.

8. Link back to the comment

Before you save, you can show the comment on the pages it links to.

1. Tick Link back to comment on referenced page. It appears under the comment once it has a cross reference.

9. Save and follow the links

Every cross reference shows in the saved note.

1. Click Save.

1. Click any cross reference to go straight there, right at the step if one was chosen.

10. See the comment on a linked step

With link back ticked, anyone on a linked step sees the comment there.

1. The step shows a link back to the comment's page. Hover it to read the comment.

11. Referenced Items

This is how cross references have always shown on the page they point to.

1. Where a cross reference links to a whole page, the comment is listed at the top of that workpaper, under Referenced Items.

12. Cross references made before 26.2

Older cross references still work. They show under the note, as they always have.

1. To change an older note, open its menu.

1. Click Edit. The older cross reference stays in its own box below the editor. Anything new goes into the editor.

13. Other annotations

The same tools are in more than comments.

1. Review notes, follow ups, disclosures, key issues and point forwards all have the # button and Add a cross reference.

Key issues and point forwards link to pages.
They can't link to an attachment, because they show at the top of the pages they reference.

14. Risks

Risks use the same tool.

1. Click Add Risk.

1. Click into Describe Risk and describe it.

15. Link the work that responds to the risk

Type # in the description, as you would in a note.

1. Pick the workpaper. Add as many as you need.

Good to know

• One note can hold as many cross references as you need.
• Choosing a step is optional. Without one, the cross reference points to the whole page.
• Type # at the start of a word. Press Escape to close the list.
• Click a cross reference in the editor to change its step or remove it.
• Without link back ticked, a comment shows only where it was written. Review notes and follow ups always show on the pages they link to.
• Management points, requests and journal entries don't have cross references.