Michaela Greene
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Recent activity by Michaela Greene-
Your Files
Your Files On your home dashboard, you will find a “Your Files” section tailored to you and your permissions. Depending on what permissions you have on BrightWorkpapers, will determine whether you ...
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Key Document Completion
The Key Document Completion widget is a powerful tool for administrators, partners, managers and anyone in the engagement team to check the progress of specific documents across all files which the...
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Review Points
The Review Points widget is a live summary of all the unresolved review points on each file, which you have been assigned to as part of the engagement team, ensuring that all review points are atte...
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Activity Feeds
The Activity Feeds widget provides you with a live feed of the activities which have occurred on any of the files which are assigned to as part of the engagement team. Activities that appear in the...
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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...