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:
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The file heading link and Working Paper Index link will take you straight into the Working Paper Index of your file;
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The Workflow Diagram link will take you straight to the Workflow Diagram of your file;
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The Review Points link will take you straight to the Review Points listing in your file;
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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:
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On the top navigation bar, click on the File menu and click on the Close File button.
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You will then be taken back to the landing page you selected in your individual profile.
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