What is the Workflow Manager

The MyWorkpapers Workflow Manager allows you to manage your files by tracking the progress and status of each file from a single, easy-to-use and intuitive interface coupled with email notifications to ensure common communication breakdown points and manual processes are automated.

1. Filename, type, and period year-end;

2. Engagement team and File Notes

3. Workpaper signoff percentage;

4. File status;

5. Number of outstanding review points;

6. Engagement deadline;

7. Archive date;

8. Filters;

9. Saved filters and reports;

10. Options.