Michaela Greene
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Recent activity by Michaela Greene-
Filtering the client list
Within your client list you can complete both basic and advanced searches of your clients.Contents Basic Search Advanced Search Basic SearchTo complete a basic search of your client list, simply: ...
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Updating client details
Once you have created a client, you can return to the client list at any time to update the details of a client or to add more comprehensive details as they become available. Please note, you may o...
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Creating a new client
Creating a New Client Manually Create Clients To create a new client, simply: 1. Access the Client list from the Dashboard by click MyFiles to the left, then select Clients on the next page; 2. Cl...
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Accessing the client list
To access the client list, simply:From the Dashboard, click on the My Files tp the left and then select Clients; You will then be taken to the client list, as depicted below. From here you can se...
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Client list
A client list is simply a list of all your clients within BrightWorkpapers. It acts as a database with information on the client such as name, address, client type etc. It also lists all the files ...
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Manually Create SMSF Clients
For Class, BGL SimpleFund 360 and superMate clients you are able to take advantage of our Import Clients function. See here for instructions on importing clients from Class, BGL SimpleFund 360 and ...
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Adding and deleting staff on an engagement file
Before a staff member is able to access a file, they must have been added to the engagement team of the file. This provides an additional layer of protection to potentially sensitive client informa...
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Opening and closing a file
Opening and closing a file Contents 1.Opening a file 1. From the My Files page 2. From the Clients page 3.From the Workflow Manager page 2. Closing a file 1. Op...
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Searching for files
To search for a file already created, simply:Access the My Files page from the side menu by clicking on My FilesType in the name of the client in the search box;Select a single or multiple search f...
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Creating a new file
In this guide, we will be taking you through how to create a file on BrightWorkpapers. This will include the new File Template button, which will now make the process of selecting your template muc...