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Workpaper Agent / Overview

Roll forward in Workpaper Studio

Reuse an SOP in Workpaper Studio for the next month-end so recurring workflows move faster across periods.

What roll forward is for

Roll forward helps move recurring close work into the next period without rebuilding the same SOP workflow from the beginning.

Suggested workflow

  1. Open the current Studio workflow.
  2. Trigger the roll-forward action.
  3. Review the carried-forward setup.
  4. Confirm the next-period workflow before continuing.

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