Document management

Open Document management for a view over everything from Document requests, organized as folders instead of categories, and merged across all of a client’s engagements.

Folder view

Each document-request category appears as a folder, so you can browse by topic instead of by individual request.

Requests tab

Every document request across the client’s engagements, in one list — not scoped to a single engagement.

Files tab

Every file uploaded against a request, from both your firm and the client, in one combined list.

Next

• Document requests — creating and assigning the requests this screen aggregates.