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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 files, simply click on the blue hyperlink of the file name and you will be taken directly to the Working Paper Index of the client.

The widget on the Dashboard provides you with a snapshot of the five most recent files accessed. To access a listing of all of the recent files file simply click on the My Recent Files heading, or click on the Recent Files tab located on the top navigation bar.

 

You will then be taken to a full listing of Recent Files:

 

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