A user submitted the following notes (edited) which you may find helpful:

Information learned about customising work-papers in Audit Assistant.

1. Changing a client's job type will change the heading under which the client appears on the "Clients" tab.
2. A client of any given job type can choose work-paper masters from any other inbuilt job type .
3. To get new sub-pages to appear, of a job type other than your client's, you need to change the job type of your client to the new job type you created. 
4. A client's job type is changed from the edit link on the client's index page (or from the edit menu on the drop-down box next to the client's name on the "Clients" tab).
5. When a master of a work paper is updated, opening the work-paper will invite a propagation of all changes (edits to work items, additions of work items, and deletions of work items) down to the work-paper - showing that a new page is available.
6. When a master of a master is changed, upon opening the dependent master the addition of work items in the higher level master will be indicated at the bottom of the dependent master on the "edit" tab (number of differences will appear in brackets). Clicking on this will allow the importation of new items from the higher level master, but edits and deletions of work items will not be propagated from master to master (as opposed to from master to work-paper).
7. Each work item has a name against which comments are stored in another table. Editing the text of a work item or changing its order in a master will not affect the auditor's comments against that work item's name in the comments table.
8. The Control work-paper is the highest level work-paper and all other work-papers must be direct or indirect sub-workpaper of this work-paper.
9. The index is not a work-paper, and does not have a master. The index is derived from the Control work-paper and the sub-workpapers that hang off it.
10. Each master in AA's database has a job-type attribute (and each master is also independently recognised as inbuilt or user created). The application interface allows the user access to each master by the user either: a) Going to the "Masters" tab and the user first selecting the job type (and whether inbuilt or user-created) of the master the user wishes to view. The application then lists each master that hangs off the most recent version of the Control master of that job type. b) Or going to the respective work-paper of the client through the "Clients" tab and then selecting "Edit".
11. Prior versions of a user-created master are only accessible through the edit button of the client's work-paper.
12. There is another situation where masters are not accessible through the "Masters" tab. Where either: a) the AA application saves a customisation of an inbuilt master under a user-created job-type of the same name where that customised master is not linked (directly or indirectly) to the current customised version of the Control Master. b) Customised work-paper masters of a job-type are created as sub-masters of the Control Master, but then a new version of the Control Master is created that does not contain those sub-masters. In either case, peeling back (deleting) the most recent version(s) of the Control master of that job type would reveal the "invisible" masters. While invisible, they still show up in the count of masters that AA reports next to each job-type name on the "Masters" tab.
13. There is a many-to-many relationship between job-type and work-paper master, no doubt represented by two columns in the Masters table.
14. "Edit Original" means edit the most immediate master. "Customise" means create a new master (except to customise an earlier version is to edit the original of the most recent version).
15. If you "duplicate structure" the new file is based on the most recent version of the respective masters, not the versions of the respective masters in the file being duplicated.