To access outstanding open queries within a file, the administrator must click on the relevant file name. From there, they can respond to queries or upload the documents requested by the auditor.
Responding to Queries
Enter your response directly into the reply box and click Reply. Your response will be instantly visible to the auditor within the audit file.
Upload Documents Requested By Your Auditor
Easily upload documents for your auditor by dragging and dropping them anywhere where it states 'Drag & Drop your files or Browse'. MyWorkpapers supports bulk uploads, allowing you to drag and drop multiple documents at once. Alternatively, you can browse your files and select them for upload.
Finalising Document Upload
Once the documents are uploaded, a green band will indicate a successful upload. If necessary, add an optional reference before selecting Upload Documents to finalise the process and upload the files to the audit file.
If a document appears with a red band, it indicates that the file is ineligible for upload.
Notifying The Auditor Of Your Query Responses
At the bottom of the page, select the Notify Audit firm button
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