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Adding supporting documentation to Lead Schedule Summaries and Lead Schedules

To add supporting documents to Lead Schedule Summary and Lead Schedule, simply:

  1. Ensure you are in Working Paper Index of the file;

  2. Select the Lead Schedule Summary or Lead Schedule;

  3. Open the File Explorer > Select the file you want to add > Drag and drop in the Lead Schedule Summary and Lead Schedule;



  4. A reference to the supporting document is automatically pre-filled based on the next available in the folder the Lead Schedule Summary or Lead Schedule is in.  The reference can also be edited by selecting the new folder from the drop down and changing the Form Reference and Form Title;
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  5. A reference to an uploaded supporting document can be added to the Lead Schedule Summary and Lead Schedule by typing the document reference into the reference field;
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