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Adding Client Queries function in existing files

  1. Even in files created before the new release of the Client Portal, the Client Queries can be accessed through the Review Points tab dropdown menu;

  2. To create a Client Queries folder to access the Portal from your Working Paper Index click on the Working Paper Index drop down arrow and select New Folder;



  3. Fill in the required fields displayed and create a new folder;



  4. Click on the Working Paper Index drop down arrow and select New Workpaper;



  5. Fill in the required fields displayed and create a new workpaper;

     6. You will then be taken to the new blank workpaper which you have created;

     7. The workpaper is now also available via the Working Paper Index.

 

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