Michaela Greene
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Articles
Recent activity by Michaela Greene-
Co-authoring Office Online Documents
One of the great features of Office Online is the capability to co-author documents with others in your team at the same time, providing you with real time collaboration in the cloud. The following...
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Edit documents with Office Online
Our Microsoft Office Online integration allows you to view and edit both Word and Excel documents from within BrightWorkpapers, in your browser. Getting started Previewing documents Editing documen...
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Completion status
Each Step in the Workflow Diagram displays its completion status, including overall completion status (either being completed, in progress of not started) and the number of Tasks completed out of t...
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Completing Steps, Sections and Tasks
Once you have created the Workflow , your audit team is then ready to use it as their step-by-step guide to completing the audit. Each Task can be marked as completed and referenced to where the wo...
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Reordering Steps, Sections and Tasks
Reorder Steps and Sections Select the Step or Section from the left-hand side of the screen; In the selected Step, hover over the Step document icon or Section folder icon until the arrow mouse ...
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Deleting Steps, Sections and Tasks
Select the Step from the left hand side of the screen; In the selected Step, hover over the Step, Section or Task name until the Delete icon appears on the right hand side of the screen; Click on...
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Editing a Step, Section or Task
There may be times when you need to edit the description of a Step, Section or Task added to the Workflow. This simple process is the same for each of the three levels of the Workflow. Open a previ...
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Adding Steps, Sections and Tasks
Adding Steps Access the Workflow within your file; Begin typing the name of the step in the box provided on the left hand side of the screen; Click Create; You will now see your new step in the St...
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How to import a Workflow
BrightWorkpapers allows you to import a Workflow from another client engagement file, firm template, or from an industry template.To import a Workflow:Select the Import Workflow button from the Wor...
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What is a Workflow
The Workflow is a helpful feature of BrightWorkpapers and allows firms to create a step-by-step guide for the audit or accounts team to follow, effectively allowing firms to hold the hand through ...