Michaela Greene
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Articles
Recent activity by Michaela Greene-
Suspending, deleting, and activating Users
Suspending, deleting, and activating users This guide will be focusing on how you can suspend, activate and delete users from within your BrightWorkpapers account. Suspending and Activating There...
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Editing roles of staff members
During staff members' careers at the firm, they are likely to change roles over time. Accordingly, such changes should be reflected in the Staff List to update their sign-off details and access per...
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Creating new Staff users
To create a new staff member, follow these simple instructions:Go to the User Access Module;Ensure you are on the Staff Users tab;Click the New Staff button;Enter the required information in the bo...
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Opening User Access
To access the Staff List follow these simple steps:Ensure you are on the Dashboard;On the top navigation bar, select User Access;The User Access module allows users to manage and view allStaff User...
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Creating Read-Only Users
To create a new Read-Only user, follow these simple instructions: Go to the User Access Ensure you are on the Read-Only tab. Click the New Read-Only Enter the required information in the boxe...
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My Recent Files
My Recent Files provide you with a listing of the five most recent files they have accessed, as well as a quick snapshot of the completion status of each of the files. To access one of the recent f...
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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...