Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Re-allocating a file (Video tutorial)
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Editing your Engagement Team (Video tutorial)
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Creating a Dual Codes file (Video tutorial)
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Copy Workpapers from Other Files (Video tutorial)
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Adding a new lead schedule (Video tutorial)
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The Engagement File Explained (EF1)
A closer look at the Working Paper Index, Workflow Diagram, and Trial Balance.
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Working with Supporting Documents (EF2)
Uploading supporting documents, referencing, downloading, and deleting.
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Working with Review Points (EF3)
Completing, assigning and re-classifying review points, and where to access them.
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Using the Workflow
The Workflow Diagram explained, and how it links with the Working Paper Index. Please Note: The Workflow Diagram has recently been renamed to Workflow. Functionality is still the same.
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Copying Workpapers from Other Files (EF5)
The purpose and use of the copy workpapers from other files function within the client file.