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. File name, 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.

Have more questions? Submit a request


Please sign in to leave a comment.