This article applies to: All Firm Users
The Create New Button allows you to quickly create a Client Company, Engagement, Client User, Firm User, Signature Request or Support Request from anywhere in the platform.
The Create New button is located in the top center of the screen beside the Global Search.
What can I create?
Clicking the Create New button displays the following options:
- Client – Create a new client company.
- Engagement – Create a blank engagement.
- Client User – Create a new Client User.
- Firm User – Create a new Firm User.
- Signature Request – Create a a new signature request.
- Support Request – Create a ticket to contact the AuditDashboard team with a question or issue.