Michaela Greene
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Recent activity by Michaela Greene-
Risk Matrix (Beta)
OverviewThe Risk Matrix is a new analytics feature that provides a visual overview of your engagement's risk profile. Using a likelihood and magnitude scoring system, you can quickly assess, priori...
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Workpaper navigator
To access and use the workpaper navigator in BrightWorkpapers, simply: Access any workpaper from the Working Paper Index, including supporting documents; Hover over the appropriate directio...
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Completion statistics
BrightWorkpapers completion statistics in the Working Paper Index provides visibility over the Progress (for each Sign-Off status) and Completion of the file.In the Working Paper Index there are th...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...