Review and send client documents to Workpapers tab
After clients upload their documents, you'll receive an email notification if you have a valid e-mail address in your Engagement Manager profile. Go to
Setup
, then Users
to check if you have a valid e-mail address associated with your profile.You can retrieve the documents in Engagement Manager and send them from the Communications tab to the Workpapers tab.
note
The Client Communications portal is encrypted with SHA 256 bit https for both uploading and retrieving client documents.
To view documents and send them to the Workpapers tab:
- Sign in to Engagement Manager, choose an engagement, then select theCommunicationstab.
- Select the numbered link on theDocument receivedcolumn for the desired request. It will open a list of all the documents the client uploaded.
- You can mark the checkbox next to theActionscolumn to select all documents at once, or choose the documents that you want to send to theWorkpaperstab.
- SelectSend to workpapers
. - Select a destination folder - you can use the filtering field to help you locate any folder. Then, selectNext.
- Optionally, you can enter a unique reference ID for each document, then selectNext.
- When you're finished, selectCloseto go back to the list of document requests.
- You can review documents before sending to theWorkpaperstab. Simply selectView
for each document. - After the document is successfully sent to theWorkpaperstab, you'll see the status Yes on theSent to workpaperscolumn.
