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Engagement File

Articles in this section

The Engagement File Explained (EF1)
Working with Supporting Documents (EF2)
Working with Review Points (EF3)
Using the Workflow
Copying Workpapers from Other Files (EF5)
File Completion (EF6)
Staffing and Roles and Permissions (EF8)
Check In | Check Out Supporting Documents (EF9)
Communicating with your Clients (EF10)
Importing a CSV Trial Balance (EF11)

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Working with Review Points (EF3)

Support

July 16, 2018 02:43
Updated

Completing, assigning and re-classifying review points, and where to access them.

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Related articles

Using the Workflow
Adding a Review Point
The Dashboard (GS1)
Creating Excel Connect Fields
Accessing Live Chat

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