Workpaper library

/workpaper adds ready-made sheets to your workbook: the ones your firm saved and the ones Moby provides. It also saves your own sheets, so that the next engagement starts from a table that already works.

What Moby does	Inserts the tabs of a saved workpaper at the end of your workbook, with their values, formulas and formatting
Use it when	You want to start from a sheet already built for the test, instead of an empty one
You need	Nothing. A workpaper holds sheets only: your documents stay in the workbook they were added to

Add a workpaper to your workbook

1. In the Workflows tab, click Workpaper library, or type /workpaper in the chat.
2. Step 1/2. Pick a workpaper. Search by name, or filter with the category chips.
3. Click Next. Step 2/2 lists the tabs that will be added.
4. Click the Add button, which shows the number of tabs.
5. When the card says Workpaper added, click the link to go to the first new tab.

Step 1/2 of the library: the Your firm and Moby tabs, the search box, the category chips and the list of workpapers.

Two libraries

Tab of the card	What it holds
Your firm	The workpapers saved by your firm, and your own. Yours carry the tag Personal when only you can see them
Moby	Ready-made sheets by audit cycle: bank reconciliation, receivables, payables, fixed assets, inventory, revenue, purchases. And the tutorial of Your first dive

The Moby tab shows the workpapers written in the language of your add-in. Switch the language from the account menu to see the others.

Good to know

• A workpaper is added whole. You cannot leave out one of its tabs: delete the tab afterwards if you do not need it.
• A tab whose name is already taken in your workbook is renamed, "Name (2)".
• A workpaper keeps its earlier versions. An administrator can choose which Version to add; everyone else gets the latest.
• The bin icon on a workpaper of yours deletes it, with all its versions.

Save your own sheets

1. Open the library card and click Save tabs from this workbook as a workpaper, under the list.
2. Step 1/2. Tick the tabs to save, then Next.
3. Step 2/2. Give a Name and a Category.
4. Click Save workpaper. When the card says Workpaper saved, it is in the library.

Field	What to put
Name	A new name creates a workpaper. Picking an existing name from the list updates that workpaper
Category	One category per workpaper. Pick an existing one, Other, or + New category
Save for	Shown to administrators only. Whole firm: everyone in the firm can add it. Just me: only you can

Without the Save for choice, a workpaper is saved for you alone. Only an administrator can save, replace or delete a workpaper of the whole firm.

What is saved

Saved	Not saved
Values, formulas and formatting of the tabs you ticked	Macros
	The documents of the workbook
	The tabs you did not tick: a formula that points to one of them shows #REF! or an old value

A workpaper is saved with its values. To reuse a table on another engagement, save it before the run, or clear the extracted values first.

Watch out

• In Excel on the web, a workpaper that holds charts, PivotTables, comments or slicers cannot be added, and neither can a very large one. Open the workbook in the Excel desktop app.
• An older Excel cannot insert tabs. Moby says so: update Excel, or use Excel on the web.
• If Moby cannot rename a tab that collides, it names the tabs concerned. Rename or remove them, then add the workpaper again.

Limits

	Limit
Size of the workbook you save from	150 MB
Tabs per workpaper	100
Categories per workpaper	1
Name	120 characters
Category	40 characters

Learn more

• Build a good table: the rules behind a sheet that /extract reads well.
• Roles: who can save for the whole firm.