This article applies to: All Client Users
Fulfilling a request in AuditDashboard is efficient and streamlined. Firm and Client Users can upload and download a file or multiple files.
Uploading Files
- To Upload a File: Drag and drop the file onto the request line or anywhere on the details side pane, if the request is selected.
- Completion Confirmation: Notifications appear in the upper right corner when the upload is complete, and a file icon will appear beside the request. If notifications are muted, click the bell icon in the top right to view recent updates.
Downloading Files
Download individual or multiple files quickly.
- Single File Download: Click on the document name in the Activity Feed or on the right-hand side of the request to download individual files.
- Multiple File Download: Click the file icon in the paperclip column of the request line to download all files associated with that request.
- Download All Files in the Request List: Select all rows in the request list, then click the Download Documents in the toolbar to retrieve all files.
Request Status Workflow
Each request has a distinct status to help track progress.
- Outstanding (blue): When a new request is created, its status is outstanding.
- Submitted (yellow): When a Client User submits the requested information by uploading files or clicking the “Submit” button.
- Accepted (green) or Returned (red): After review, the Firm User marks the request as Accepted or Returned (with comments if additional information is required).
Pro Tip: Checking bold requests upon login helps you quickly identify new or modified items since your last session, keeping you organized and informed.