Get started with Caseware PBC Requests - Staff

Before you get started with Caseware PBC Requests, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

1. Create a PBC Requests engagement

2. Complete the Optimiser document

The following figure summarizes the Caseware PBC Requests workflow.

Note: The default content that comes with PBC Requests is only available in English. To learn more, see Author content in multiple languages.

To watch the above video in French, see Parcours du personnel dans Caseware PBC Requests.

In the Optimiser, if you choose to:

1. Build your own query, then:

   1. Add the information request items in the document

   2. Start client interaction

   3. Complete the query

   4. Locate the documents provided by clients

   5. Wrap up and lock down

2. Use PBC templates, then:

   1. Review the query document

   2. Start client interaction

   3. Complete the query

   4. Locate the documents provided by clients

   5. Wrap up and lock down