Michaela Greene
- Total activity 822
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 420
Articles
Recent activity by Michaela Greene-
Editing references and descriptions
There may be times when you want to either renumber or rename a document or folder in the Working Paper Index. This is simple to do and the same process is applicable to any document or folder in t...
-
Sort Working Paper Index
You can sort the Working Paper Index alphabetically with the click of a button.To sort the Working Paper Index, simply: From the Options drop down menu on the Working Paper Index, select the Sort W...
-
Deleting and restoring a folder or document
You can delete any document or entire folder with a click of a button. If you mistakenly delete a file or folder it can then be easily restored to ensure that accidental deletions do not result in ...
-
Folders
The Working Paper Index contains a series of folders which the respective areas of your engagement are stored, similar to a paper based file (e.g. planning, completion sections). Each folder is nam...
-
File menu
Under the File menu is each of the following sub-menus and their function: Edit Mode Reset Form File Notes Activity Feeds Edit Sign-Off Roles Language & Regional Settings Engagement Team Permissio...
-
Functions toolbar
When logged into a specific file, at the top of the screen you will see the functions toolbar. This toolbar provides you with quick access to some of the more commonly used features and functions i...
-
Accessing File Details
To access you file details directly from the Working Paper Index, please follow the below guide; 1.From the Working Paper Index select the File Dropdown and select File Details. 2. You will then be...
-
Customiser - Year-End Generic Pack
The Customiser for the Year End Generic pack is located by accessing it from the Working Paper Index The Customiser for Year-End Generic has a 'no' default response and only displays standard secti...
-
Creating your firm Tickmarks
In addition to the standard Tickmarks provide, you can also create Tickmarks for your firm through the firm settings:To create your own firm Tickmarks, simply:Navigate to the firm settings from you...
-
Managing Tickmarks
Managing your firm Tickmarks is an easy process through your firm settings.To access the Tickmark settings, simply:Navigate to the firm settings from your toolbar; 2. Select the Tickmarks menu t...