Michaela Greene
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Articles
Recent activity by Michaela Greene-
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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Completion and Archive
The archive and lock feature in BrightWorkpapers allows you to set the file to lockdown after a predetermined number of days from the audit report signing date.This ensures that after the legislate...
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Fast Archive
From the top navigation bar, go to the File menu and select Completion and Archive;The audit partner can sign-off the engagement file. The date of partner sign-off populates to the below Step 3 ‘Au...
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Printing and storing a file offline
Once the file has been marked as completed and has been set for archive and lockdown, or at any stage during the engagement, you can print individual workpapers or the file in total to PDF or your ...