Send your disclosure review results to your engagement

After you've validated and accepted the AI responses, you can send the results to your engagement.
  1. On the homepage, select
    Send to Engagement
    .
  2. Add a
    Reference name
    (for example, Disclosure Review - Q4 2024 Financial Statements).
  3. Select the destination folder in your engagement.
  4. Select
    Send
    .

Related Content