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Opening and closing a file

Opening a File

Once you have searched for and found the file required, you are ready to open your file. There are a number of links available to open the various areas of the file, including:

  • The file heading link and Working Paper Index link will take you straight into the Working Paper Index of your file;

  • The Workflow Diagram link will take you straight to the Workflow Diagram of your file;

  • The Review Points link will take you straight to the Review Points listing in your file;

  • The Engagement Team Permissions link will take you straight to the Engagement Team Permissions setting for that file.

 

 

Closing a File

Once in the Working Paper Index of a client, to close the file:

  1. On the top navigation bar, click on the File menu and click on the Close File button.

  2. You will then be taken back to the landing page you selected in your individual profile.

 

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