Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Customising template content
Once you have added the folders and workpapers to your template you can customise the individual folder and workpaper names, reference, order, and content contained within them in the same way as y...
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Assigning Client Checklists
We have now added a feature that allows you to assign specific checklists to your client users via the client portal. In the below guide, we will cover exactly how this can be done; Assigning the p...
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Creating Client Queries
The Client Queries list can be accessed from;The Review Points tab dropdown menu: 2. Client Queries can be quickly created from;The Review Points tab dropdown menu: Or from within the Client Querie...
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Supporting Documents and Client Queries
Within a Client Query, you can drag and drop supporting documents to upload directly into a specific query. Drag and Drop Drag and Drop Multiple Files at Once Send to WPI Deleting Supporting Docume...
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Adding Client Queries function in existing files
Even in files created before the new release of the Client Portal, the Client Queries can be accessed through the Review Points tab dropdown menu;To create a Client Queries folder to access the Por...
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Sending Notifications to your client
When you have created a new Client Query you can let your client know queries are available for their response. Scroll to the bottom of the workpaper and select the Notify Client button; When th...
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Receiving Notifications to your Firm Contact
Creating Your Firm Contact Receiving Notifications to Your Firm Contact Creating Your Firm Contact Rather than receiving an email notification to a specific engagement team member, the firm m...
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Client Queries - Notify Firm
1. When your Firm has created a new Client Query which needs to be actioned you will be able to view it from the client portal. 2. Use the discussion box or supporting documents tab to respond or a...
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Logging into the Client Portal
1. Set up your Password:When your account is created, you will receive an email containing your login details, as well as a link to set your Password: Click the link in the email to set up your pa...
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Retrieving or resetting your password - for clients
If you are logging in for the first time, please click here. Forgotten Password: If you have forgotten your password or login details, recovering this information is easy and secure. To recove...