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Bulk referencing and annotations

If you have a supporting document, comment or tick mark which applies to more than one account in your Lead Schedule then you can benefit from the multiple account selector in MyWorkpapers, allowing you to upload multiple supporting documents or create bulk annotations in a single action.

 

  1. Identify the accounts which you want to select and upload a supporting document to or make annotations to;

  2. Either click on the top checkbox to select all items on the Lead Schedule, or individually select the appropriate accounts;

  3. Either drag and drop a supporting document onto any of the selected accounts, click on the comment button or add a tickmark on any of the selected accounts to bulk complete the action.

 

For further guidance on how to upload supporting documents, add comments or create tick marks please see the relevant section in the help centre.

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