Browse all Cloud Audit Suite help
Here's a list of all articles for Cloud Audit Suite. Feel free to explore!
- Addins
- Add Word or Excel documents to GoFileRoom
- Adobe Acrobat add-in (Part of the GoFileRoom Add-In)
- ControlPanel add-in for GoFileRoom
- Create Outlook folders for ControlPanel profiles in GoFileRoom
- Edit GoFileRoom documents in Microsoft Word or Excel
- GoFileRoom QuickLaunch (Part of the GoFileRoom Add-In)
- Install GoFileRoom Add-In
- Link Microsoft Excel spreadsheets in GoFileRoom
- Lookup List Sync Utility in GoFileRoom
- Microsoft Office add-in (Part of the GoFileRoom Add-In installation)
- Microsoft Outlook add-in (Part of the GoFileRoom Add-In)
- Print documents to GoFileRoom
- Set up the GoFileRoom ControlPanel
- Uninstall and reinstall GoFileRoom Add-In
- Upload Documents Service in GoFileRoom
- Admin
- Add a user for GoFileRoom security
- Add a user to GoFileRoom
- Add lookup list fields in GoFileRoom
- Assign or modify user permissions in GoFileRoom
- Enable a disabled user account in GoFileRoom
- Export documents from GoFileRoom
- General rules for all GoFileRoom passwords
- Global security configurations for passwords in GoFileRoom
- GoFileRoom administration
- Group permissions
- Groups in GoFileRoom
- Manage password configurations in GoFileRoom
- Manually register Microsoft files
- Administration
- AdvanceFlow Alerts and notices
- Alerts and notices
- Audit
- Client Communications
- Add client contacts to send document requests
- Create and send a document request or a client form
- Delete a document request
- Document request status types
- Edit a document request
- Initial setup for the Communications tab
- Review and send client documents to Workpapers tab
- Send a document request follow-up email
- Send documents using email link
- Confirmation
- Engagement Manager Alerts and notices
- Errors
- Adobe Acrobat add-in (Part of the GoFileRoom Add-In)
- ControlPanel add-in for GoFileRoom
- Error: Cannot edit PDFs with Adobe Acrobat Add-In for GoFileRoom
- Error: Cannot edit Word or Excel documents with GoFileRoom Office Client Add-In
- Error: Document is encrypted. Cannot merge documents.
- Error: Not able to upload documents in GoFileRoom
- Error: Please enter valid input
- Error: User authentication failed
- GoFileRoom QuickLaunch (Part of the GoFileRoom Add-In)
- Install GoFileRoom Add-In
- Lookup List Sync Utility in GoFileRoom
- Microsoft Office add-in (Part of the GoFileRoom Add-In installation)
- System requirements
- Uninstall and reinstall GoFileRoom Add-In
- Explore
- Folders
- Get started
- GoFileRoom Alerts and notices
- Guided Assurance
- Manage engagements
- Add an engagement
- Assign staff members to an engagement
- Close engagements
- Create a review note
- Create and edit an engagement template
- Delete an engagement
- Edit engagement properties
- Engagement types
- Finalize an engagement
- Follow the workflow to set up fund accounting features
- Lock and unlock sections of an engagement
- Open an engagement
- Re-index client information for an engagement
- Roll forward an engagement
- Save an engagement as a PDF
- Use Fund accounting features
- My preferences
- Notes
- RecordsFlow
- Release notes
- Cloud Audit Suite release notes
- Engagement Manager 1 August, 2024 release notes
- Engagement Manager 11 October, 2024 release notes
- Engagement Manager 15 November, 2024 release notes
- Engagement Manager 17 December, 2024 release notes
- Engagement Manager 19 August, 2024 release notes
- Engagement Manager 23 April 2025 release notes
- Engagement Manager 23 August, 2024 release notes
- Engagement Manager 26 March, 2025 release notes
- Engagement Manager 27 February, 2025 release notes
- Engagement Manager 27 September, 2024 release notes
- Engagement Manager 30 January, 2025 release notes
- Engagement Manager 4 November, 2024 release notes
- Engagement Manager 6 March, 2025 release notes
- Engagement Manager 7 May, 2025 release notes
- Engagement Manager 8 July, 2024 release notes
- Engagement Manager 9 August, 2024 release notes
- Engagement Manager release notes
- GoFileRoom 16 December, 2024 release notes
- GoFileRoom 21 October, 2024 release notes
- GoFileRoom 25 November, 2024 release notes
- GoFileRoom 26 August, 2024 release notes
- GoFileRoom 28 April, 2025 release notes
- GoFileRoom 29 July, 2024 release notes
- GoFileRoom 8 January, 2025 release notes
- GoFileRoom release notes
- Reports
- Resolve problems
- Resolve problems with AdvanceFlow Add-ins
- Resolve problems with Engagement Manager Add-ins
- Security
- Security for GoFileRoom
- Change your mobile device used for multi-factor authentication in GoFileRoom
- Generate a sign-in code for a GoFileRoom user who cannot access their mobile device for MFA
- Multi-factor authentication for GoFileRoom
- Set up multi-factor authentication for your firm's GoFileRoom and Engagement Manager accounts
- Set up multi-factor authentication for your user account in GoFileRoom
- Set up
- Adobe Acrobat add-in (Part of the GoFileRoom Add-In)
- Configure your internet options
- ControlPanel add-in for GoFileRoom
- GoFileRoom QuickLaunch (Part of the GoFileRoom Add-In)
- Install GoFileRoom Add-In
- Lookup List Sync Utility in GoFileRoom
- Microsoft Office add-in (Part of the GoFileRoom Add-In installation)
- Microsoft Outlook add-in (Part of the GoFileRoom Add-In)
- System requirements
- Trial Balance
- Add a journal entry in Engagement Manager
- Add an account to a trial balance in Engagement Manager
- Add and edit fund data in Engagement Manager Trial Balance
- Assign account types in Engagement Manager
- Assign grouping codes and subcodes within a trial balance in Engagement Manager
- Assign tax codes to an account in an Engagement Manager trial balance
- Compare trial balances in Engagement Manager
- Consolidate trial balance data
- Create and edit trial balance account grouping codes at engagement level
- Customize trial balance views in Engagement Manager
- Default Account Classification codes in Engagement Manager
- Display balance definitions and round balances in Engagement Manager
- Display net income (loss) for a trial balance in Engagement Manager
- Edit a journal entry in Engagement Manager
- Engagement-specific tax subcodes
- Import account groupings in Engagement Manager
- Import trial balance data from a spreadsheet to Engagement Manager
- Import trial balance views in Engagement Manager
- Map account groupings for your firm
- Open the trial balance history in Engagement Manager
- Roll forward journal entries in Engagement Manager
- Use account groupings in Engagement Manager
- Use trial balance features in Engagement Manager
- Work with documents
- Add a document from your computer to GoFileRoom
- Add a lookup list entry in GoFileRoom
- Add lookup list fields in GoFileRoom
- Add Outlook emails to GoFileRoom
- Add Word or Excel documents to GoFileRoom
- Create Outlook folders for ControlPanel profiles in GoFileRoom
- Delete documents in GoFileRoom
- Edit GoFileRoom documents in Microsoft Word or Excel
- Edit GoFileRoom documents offline
- Email documents from the search results in GoFileRoom
- Export documents from GoFileRoom
- Index your GoFileRoom documents
- Link Microsoft Excel spreadsheets in GoFileRoom
- Make a checked out document available again in GoFileRoom
- Move documents between drawers in GoFileRoom
- Print documents to GoFileRoom
- Restore an old version of a document in GoFileRoom
- Self-service document restoration
- Set up the GoFileRoom ControlPanel
- Upload Documents Service in GoFileRoom
- Work with PDFs
- Workpapers
- About the Workpapers tab
- Add a workpaper from a template
- Add and update workpaper user assignments
- Add Custom Excel workpapers linked to trial balance
- Add external workpapers with drag and drop
- Add external workpapers with the Add button
- Add special formatting for engagement links in Microsoft Excel
- Add Workpaper References to Engagement Manager workpapers in Word or Excel
- Add workpapers from GoFileRoom to Engagement Manager
- Check and edit workpaper properties
- Delete a workpaper and move it to the Recycle Bin
- Edit Guided Assurance documents
- Edit or view workpapers
- Edit PDFs in the browser
- Format engagement links in Word and Excel workpapers
- Link engagement information to Excel and Word workpapers
- Lock and unlock workpapers
- Make Checked out workpapers available
- Move workpapers or folders
- Replace a workpaper
- Scan a workpaper into Engagement Manager
- Sign off workpapers
- Workpaper sign offs