Michaela Greene
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Articles
Recent activity by Michaela Greene-
Displaying uncreated files
Contents Displaying Uncreated Files and Creating New Files Inactive Clients Displaying Uncreated Files and Creating New Files Select the options button on the right-hand side of the screen; Sele...
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Printing and exporting
Contents Printing or Saving to PDF Exporting to CSV Printing or Saving to PDFInformation from the Workflow Manager can be printed or saved as a PDF document. The information required can be select...
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Updating the status and details of files
Contents Setting the File Status Email Notifications Status History Setting Deadlines Adding and Deleting Staff on the Engagement Team File Notes Archive Status and Countdown Setting the File Sta...
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Filtering and sorting files in the Workflow Manager
Contents Setting Filters Client Name Period End Date Client Type File Type Workflow Status Team Members Deadline Assignee Saving Filters Clearing Filters File Counter Sorting Files Setting Filte...
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Access and permissions for the Workflow Manager
Contents How to Access the Workflow Manager Workflow Manager Permissions How to Access the Workflow Manager If you have subscribed for the Workflow Manager module it can be accessed from the drop...
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Workflow Manager - Viewing Files Assigned to Staff Members
You can now filter the Workflow manager by files assigned to specific staff users.The below guide will take you through how you can do this. 1. From the dashboard select the Dashboard Dropdown then...
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What is the Workflow Manager
The BrightWorkpapers Workflow Manager allows you to manage your files by tracking the progress and status of each file from a single, easy-to-use and intuitive interface coupled with email notifica...
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Adding and changing External Firms
Before continuing, it is important to note that you must have the Sign-off, rename and delete files permission activated for your user role from the Roles and Permissions feature. If you do not hav...
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Deleting files
Before continuing, it is important to note that you must have the Sign-off, rename and delete files permission activated for your user role from the Roles and Permissions feature. If you do not hav...
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Updating and Changing your file name
Before continuing, it is important to note that you must have the Sign off, rename and delete files permission activated for your user role from the Roles and Permissions feature. If you do not hav...