Michaela Greene
- Total activity 844
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 423
Articles
Recent activity by Michaela Greene-
Standard Tickmarks
Within each Lead Schedule you will also find Tickmarks which are symbols that you can assign to individual account rows to indicate that you have performed a certain procedure. If you hover over th...
-
Copying workpapers from other files
Copying workpapers from other files.If you ever forget to bring through a specific document from a rolled-forward file or are even just looking for a specific document to add to your file, the Copy...
-
Accessing Template Resources/ Example Documents
This guide will take you through how to access Template Resources. Outside a FileTo access template resources outside of a file;1. From the home dashboard select the question mark and click on Temp...
-
Version control
Version control can be an issue with any workpaper solution and on any file. To help avoid any potential version control issues with supporting documents uploaded into BrightWorkpapers, we recommen...
-
Microsoft Office Online
You are able to view and edit word and excel documents directly in the browser with the BrightWorkpapers integration to Microsoft Office Online.Viewing word and excel documents is free of charge, h...
-
What files can be uploaded
You are able to upload the following document types into BrightWorkpapers: Excel Word PDF Text Emails*; and Image files MWP accepts files from the following formats csv, txt, gif, jpg, png, bmp, ti...
-
Downloading supporting documents
If you want to view and edit a copy of a supporting document on your local computer, you are able to download a copy using the following instructions. However, it is strongly recommended that if yo...
-
Editing supporting documents on your local computer
If you want to edit a previously uploaded document, it must first be downloaded to your local drive and edited there using the above download procedures.Once you have finished editing the document ...
-
Checking out supporting documents
If you want to edit Word, Excel, or PDF documents on your local computer, the best method to do this will be to Check Out the supporting document. To Check Out a supporting document download the do...
-
Editing PDF Documents
Contents Browser Support Accessing the PDF Editor Editing PDF Documents using the PDF Editor Finalising the PDF edit Our PDF Annotations functionality will allow PDF documents uploaded to BrightWor...