Assigning Client Checklists

We have now added a feature that allows you to assign specific checklists to your client users via the client portal. 

In the below guide, we will cover exactly how this can be done;

Assigning the permission

You'll firstly need to ensure you have the correct permission assigned to your user role. Select the Dashboard Dropdown and go into Roles and Permissions.

Enter the Edit option and under the File dropdown, you will no see the option to assign the permission Assign client checklist. 

Assigning a client checklist

Firstly enter the file that you wish to send the checklist from.

Once inside the Working Paper Index, locate the checklist that you want the client to answer and hover over the checklist name. You'll then see a pencil icon appear, click this;

Click on the pencil icon and you will then see the option to mark the workpaper as a Client Checklist by ticking the checkbox.

Tick this checkbox;

The box will then automatically close and a Green banner will show that this is now a workpaper the client can edit.

Note: If the workpaper has multiple sections with the ability to chose whether the sections are applicable or not-applicable, the client will see the workpaper as edited by you. For example if you set Section B as not applicable, when the client opens the checklist, this will appear the same. 

Once you are ready to send the checklist to your client to complete, click on the Review Points dropdown found at the top of the page and select Add Client Queries

Note: If you are using a SMSF template, you will need to create a manual Client Queries workpaper. Please see the following guide on how to do this: Adding Client Queries function in existing files

You can then assign the checklist required complete and enter in comments for your client. Once done click the Add Query button;

Finally, select the Review Points dropdown again and enter the Client Queries section;

From here, select the Notify Client button. The section will expand where will be able to select who within your firm will receive a notification and also the name of the client you would like to notify. Tick appropriately and then click the the blue Send Notification button. 

Please use the Optional message box if you would like to include any other additional comments into the email the client will receive.

You will now have successfully sent the checklist to the client to access and complete. 

Please note that the client user will only have access to that one workpaper. Client users will only see the Client checklist workpapers that is part of a Client Query.