Publish workpapers to NetClient CS portals or Onvio Client Center portals
If you have appropriate permissions in GoFileRoom to publish documents to NetClient CS Client portals or Onvio Client Center portals, follow these steps to publish a workpaper from Engagement Manager.
- In Engagement Manager, select theWorkpaperstab and mark the checkbox for the workpaper you want to publish.
- Right-click the workpaper and selectClient Portal, thenPublish.To unpublish a workpaper, right-click and selectClient Portal, thenUnpublish.
