Michaela Greene
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Recent activity by Michaela Greene-
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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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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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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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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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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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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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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Drafting, releasing and archiving templates
Each template in the manage templates module can either be set as: Draft This is the status of the template which should be used when the template is in development / being customised for your fir...
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Creating new templates
To create a new Firm template, simply: Go to the "Manage Templates" module from the Dashboard Bar; Click on "New Template" to expand the New Template form section; Type the name of the new temp...
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Manage Templates - updates 03/2022
"Manage Templates" page allows users to create their own Firm Templates to be used for their clients' files. Users can personalise and add their own contents that suits their firm/clients.Historica...