Review Tree - Unreviewed Workpaper(s)

Unreviewed Workpapers
categories show all of the source documents that have been uploaded for the binder in the order in which they are bookmarked.
These categories let you mark pages as reviewed according to the Sign-Off level.
Mark workpaper as reviewed
To expand a category, select the
Expand
icon .
To mark a page as reviewed, you can right-click the page in the
Review Tree
and then select
Mark Selected Workpaper as reviewed
The Reviewed workpapers text will transform into a bold green text in the
Review Tree
.
Mark workpaper as unreviewed
To mark a page as unreviewed, right-click the workpaper, and then select
Mark the Workpaper as Unreviewed
.
Mark all workpapers as reviewed
To simultaneously mark all the unreviewed pages as reviewed, right-click the
Unreviewed Workpapers By L1-Preparer
 category header in the
Review Tree
and then select
Mark all selected workpaper(s) as Reviewed
 from the shortcut menu.
Mark selected workpapers as reviewed
To mark selected pages as reviewed, select the workpaper checkboxes.
Right-click the
Unreviewed Workpapers By L1-Preparer
 category header in the
Review Tree
 tab, and then select
Mark selected wokpapers as reviewed
.
You can similarly Unreview selected pages when you select
Mark selected Workpaper as Unreviewed
on the shortcut menu.
Marking pages as reviewed under this category automatically marks the checkbox for
L1
on the
Sign-Off
 on Document Viewer toolbar and vice versa (that is, marking the checkbox for
L1
on
Document Viewer Toolbar
will automatically mark that page as reviewed).
The reviewed workpapers text will transform into a bold green text in the
Review Tree
.
Other categories of L2-Reviewer, L3-Signer, and L4-Partner can be reviewed in the same manner as explained earlier.
In the binder, after associating source documents to the Forms, they get re-ordered based on their association to Forms. Thus the documents no longer appear in the order of their original submission in the
Index Tree
.
While reviewing pages from the
Review Tree
categories, they appear in the order of their association to Input forms in the
Index Tree
. However, if you want to correlate and review documents based on their original submission, you can re-arrange them in the
Review Tree
categories.
To re-arrange pages in the order of their original submission, right-click the
Review Tree
category and then select
List Workpapers in Scanning Order
on the shortcut menu.
Source documents are arranged in the order in which they were submitted.
Similarly, you can re-order them back in the order in which they are associated in the
Index Tree
by selecting the option
List Workpapers in Index Tree Order
.
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