Support documents

Support documents is the library of evidence files your firm has collected for an engagement, grouped by workbook type and subtype.

Browsing and uploading

Filter the library by workbook type or subtype to find evidence quickly. Click Upload to add a new file, tag it with a document type, and attach it to the relevant workbook.

Editing and deleting

Open any document to edit its metadata or preview it inline. Delete a document if it was uploaded in error.

Next

• Public upload links — collecting evidence from a client without them logging in.
• Fieldwork & workbooks — where this evidence gets matched against client data.